Mountain River Financial is a fiduciary and fee-only financial planning and wealth management firm located in Abington, PA. We help high-earning couples in their thirties build wealth and create financial independence. We do things differently in an industry that’s sorely in need of change. It starts with our choice to not use the lucrative (and opaque) AUM fee model used by most advisors. We opted instead, for a transparent and common sense fixed fee that we believe is a fairer way to pay for planning and investment advice. As a fiduciary, our clients rest easy knowing that we’re always acting in their best interest.
How We Operate
We start with education and focus on bringing clarity to an arena full of complexity and confusing jargon. We lose the jargon and focus on getting to know you. Then we create and help implement customized financial plans tailored to achieve your goals and build your wealth. We charge clients a fixed annual fee that is paid on a monthly basis. Each client’s fee is calculated according to their net worth and is reset annually to account for changes in their net worth over time. Click here to view our fee schedule.
As your personal CFO, we provide a combination of financial planning and investment management services. We’ve developed a collaborative approach to help you organize your goals and needs. We then develop and help implement a plan designed to make more purposeful decisions aimed at achieving those goals. But it doesn’t stop there. Life is full of important transitions. You can rest assured that we’ll be by your side through these transitions, be they family growth, career changes, retirement, or intra-family transfers. We’re here for the long haul to serve as your trusted partner.
Meet Rob Stromberg, CFP®
FOUNDER OF MOUNTAIN RIVER FINANCIAL
Hi, I’m Rob. I’m a dad, a husband, and a regular guy who really enjoys helping others find confidence in their financial lives. I entered the financial planning profession after 7 years working at an institutional wealth management firm in Connecticut. In my role, I traveled the country consulting with financial advisors on how they could improve their investment management process while also streamlining their own businesses. The experience was both inspiring and disheartening. It was inspiring because I learned a lot from some excellent planners. I saw first hand the power of good advice and how it could change lives. However, I also met a lot of advisors who were making a good living while giving bad advice and not putting their client’s interests first. Unfortunately, it seemed as though there were nearly as many bad advisors as there were good ones.
My time consulting showed me that the planning profession had plenty of room for improvement. I wanted to create a more meaningful experience for those seeking help with managing their finances and investments. Mountain River Financial was formed on the basis of always putting our client’s interests first, charging clients in a fairer manner, using technology to make the planning process more convenient, and adhering to a sensible investment philosophy when managing client portfolios. In short, we’re trying to be as part of the change that the profession needs.
Above all else, I’m committed to being the best family man I can be. When I’m not manning the helm at Mountain River Financial, you’ll find me enjoying quality time with my wife, son, daughter, and our dog Autumn. I love traveling, hanging with family, spending time outdoors, seeing live music, and being surrounded by friends in the community. Our family’s ability to create a fulfilling life on our own terms is something we hold dear, and I hope to help empower you to do the same.
Mountain River Financial is location-independent and works virtually with clients across the United States.
As a Registered Investment Advisor, we are legally bound by a Fiduciary Oath to always act in the best interest of the clients we serve, and the accounts we manage. This standard applies because Mountain River Financial is a Registered Investment Advisory firm, and also because I am a CERTIFIED FINANCIAL PLANNER™ professional.
