River Tree Wealth

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River Tree Wealth Your Plan, Our Priority. We help our clients choose how to live their best lives. Why River Tree? Who consider us their trusted advisors?

We believe, at times, it’s necessary to be more like a river and less like a reservoir with your resources and vice versa. We develop your financial plan to support your life’s cycles and natural transitions. River Tree represents the elements of our clients’ plan: its strength, growth, fluidity and deep roots. Affluent families, decision makers, business owners, and retirees in the U.S. What's our process for personalized financial planning? We deliver a holistic understanding of your unique financial situation and create a comprehensive plan to help you reach your goals, building trust through integrity. Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs while securing confidence in your future.

🌱 Investing in people goes far beyond finances.Justin Fickes was proud to represent River Tree Wealth Management at the ...
09/04/2026

🌱 Investing in people goes far beyond finances.

Justin Fickes was proud to represent River Tree Wealth Management at the Tri-Village Chamber of Commerce: Be Your Best Self Conference, supporting an event dedicated to growth, leadership, and meaningful connections.

Learn more about the conference: https://bybsconference.com/

We're proud to spotlight Seth Phelps as he continues developing his skills and gaining valuable experience in the financ...
08/13/2026

We're proud to spotlight Seth Phelps as he continues developing his skills and gaining valuable experience in the financial services profession. His commitment to growth, dedication to learning, and desire to serve others have been evident every step of the way.

“Over the last 6 months I have learned what it truly means to help people create financial independence through intentional planning. I love meeting with people and learning about their life journey and what they envision for their future, as well as having a conversation about how the River Tree team and I can add our expert perspectives to align in the correct direction to achieve their financial goals. As I continue to grow in this profession, I am continually educating myself on how to best be a resource for my clients and friends. Working with the River Tree team is a dream come true and being around such a highly motivated team that has been a great resource in helping me be the best version of myself when helping my clients. I am so excited to keep growing at River Tree and can’t wait to see what the future holds.”

We look forward to seeing where his journey takes him and are excited to be part of the path ahead!

🌟Intern Spotlight: Miley Krouskoupf🌟This summer, Miley gained valuable experience at River Tree Wealth Management while ...
08/11/2026

🌟Intern Spotlight: Miley Krouskoupf🌟

This summer, Miley gained valuable experience at River Tree Wealth Management while learning more about the financial planning process and the importance of building strong client relationships.

"During my internship at Rivertree Wealth Management, I learned more about the financial planning process and what it takes to build strong, lasting relationships with clients. I gained experience in a professional office setting, improved my communication skills by interacting with clients, and got a behind-the-scenes look at how investments are managed. Rivertree’s approach is centered around three key areas: insurance, investments, and ideas. I had the opportunity to sit in client meetings and see how advisors listen to each client’s goals and turn their ideas into personalized financial plans. Watching the genuine care and trust they build with clients made my experience especially meaningful. I truly enjoyed working alongside a team that created such a welcoming environment and encouraged me to learn something new every day. This internship strengthened my interest in the financial industry and gave me valuable experience that I will carry with me throughout my career."

We're grateful to have been part of your journey and can't wait to see what's next!

🌟Intern Spotlight: Reece Clark🌟This summer, Reece gained valuable experience at River Tree Wealth Management while learn...
08/11/2026

🌟Intern Spotlight: Reece Clark🌟

This summer, Reece gained valuable experience at River Tree Wealth Management while learning more about the financial planning process and the importance of building strong client relationships.

"During my internship, I gained valuable hands-on experience across all areas of wealth management. From shadowing client meetings to collaborating with the operations and planning teams, I had the opportunity to see firsthand the dedication, expertise, and coordination that goes into delivering the best experience for clients while giving me a deeper understanding of the financial planning industry. I am incredibly grateful for the opportunity to learn from and work alongside such a talented and supportive team that has helped me grow each day. Throughout my time at River Tree, I have been able to take my career goals that I have been wanting to do for a long time and put them into action. I am beyond grateful to be able to work with such an amazing team of individuals."

We're grateful to have been part of your journey and can't wait to see what's next!

Over the past decade, Justin has remained committed to helping individuals, families, and business owners build financia...
07/01/2026

Over the past decade, Justin has remained committed to helping individuals, families, and business owners build financial security with thoughtful guidance, integrity, and genuine care. We’re grateful to celebrate this milestone with him and excited for all that's still to come. Congratulations, Justin, and thank you for everything you do!

🎉We're excited to celebrate two major milestones with Jackson: 5 years at River Tree Wealth and earning his CFP® designa...
06/24/2026

🎉We're excited to celebrate two major milestones with Jackson: 5 years at River Tree Wealth and earning his CFP® designation!🎉

The CFP® certification is one of the most respected credentials in the financial planning profession. It requires extensive coursework, years of experience, a rigorous exam, and an ongoing commitment to ethical standards—all designed to ensure clients receive knowledgeable and comprehensive financial guidance.

This achievement is a testament to Jackson's continuous dedication, hard work, and passion for serving others. We couldn't be more proud or grateful to have such a talented and trusted member of our team.

Don’t look now, but Licking County advisors are making a strong impact at Northwestern Mutual!This week, we had the oppo...
06/13/2026

Don’t look now, but Licking County advisors are making a strong impact at Northwestern Mutual!
This week, we had the opportunity to attend Network Office Day at The Ohio State University, where we learned from some of the best advisors and leaders across the country.

One of the highlights for me was sharing the stage with my friend, Jonathon Gais, as we discussed how financial planning is evolving in the age of AI and, more importantly, how technology can enhance—not replace—the human relationships that matter most to our clients.
Grateful for the opportunity, the conversations, and the chance to represent our clients and community on a larger stage.

Great job, Jonathon!

Shawn Phelps, our Founder, again qualified for Northwestern Mutual's 15th annual Lives Leader Summit in Nashville, TN wh...
04/30/2026

Shawn Phelps, our Founder, again qualified for Northwestern Mutual's 15th annual Lives Leader Summit in Nashville, TN where fewer than 3% of the over 9,000 national affiliates achieve this recognition! In addition, Shawn was invited to join a panel discussion among leading advisors to share how River Tree Wealth is well positioned to help privately held business owners and entrepreneurs protect, grow, and sell their businesses.

Shawn enjoyed connecting with old and new NM friends around the country, and grateful for his time with fellow advisors Drew Pavlov, Aadi Pawar, Matt Enns, Joe Anderson and Rob Randles.

Our founder, Shawn Phelps, is spending the week with his national study group, Advanced Planning Council (APC) in Florid...
04/24/2026

Our founder, Shawn Phelps, is spending the week with his national study group, Advanced Planning Council (APC) in Florida. APC was founded in 1946 and boasts a series of tenured experts in the financial planning community. Last year, Shawn humbly accepted a formal invitation to join the group who meets quarterly to share best practices, sophisticated strategies, and learn from one another.

The heat was ON at our 7th Annual Battle of the Bowls! 🔥 🌶️Huge congratulations to our 2026 Chili Champion, Lisa Sargel,...
03/19/2026

The heat was ON at our 7th Annual Battle of the Bowls! 🔥 🌶️

Huge congratulations to our 2026 Chili Champion, Lisa Sargel, for her incredible "Ranch White Chicken" chili! 🏆 Not only did we get to taste some amazing food, but all proceeds from the event are being donated to Alex’s Lemonade Stand to help fight childhood cancer. 🍋 💛

Nothing beats good food for a great cause. Thanks to everyone who cooked, tasted, and donated!

Address

7700 Rivers Edge Drive/Suite 200
Columbus, OH
43235

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16142798267

Website

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