What are the opening hours?

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

River Tree Wealth

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United States
Columbus, OH
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 ou

r 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.

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.

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.

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!

02/16/2026

Big news happening at River Tree Wealth!

We are celebrating a new college agent that will be building his own client base and working closing with our team as he launches his new career! Seth is now an NM College Agent as he works to graduate from UK in May 2027. Seth will work in our office this summer, and remotely from Lexington KY while finishing his college career.

Please join us in welcoming Seth Phelps to the team.

01/29/2026

After a few days of the winter storm and being stuck in the house, I'm sure you are ready to get out and have some fun! Come out and join us this Friday, January 30th for Dance For a Cure, presented by Northwestern Mutual. It's a family fun event that helps children learn the importance of charitable giving and doing social good. The cause for this event is to raise money to cure childhood cancer. We look forward to seeing you and your family!

01/20/2026

We are honored to be named among the top wealth management teams—thank you for allowing us to walk with you through so many important moments. Your trust is the heart of everything we do!

(Ranking Published 1/2026. Data as of 3/31/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

07/11/2025

🎉 Big Congratulations to Shawn Phelps! 🎉
We’re proud to announce that our founder, Shawn Phelps, has earned the #7 spot on the Forbes 2025 Top Financial Security Professionals Best-In-State List 🏅
This well-earned recognition reflects Shawn’s unwavering dedication to building trust, delivering thoughtful financial guidance, and leading with purpose. His commitment to excellence continues to inspire our team and set the standard at River Tree.
Join us in celebrating this remarkable achievement—way to go, Shawn! 👏

07/01/2025

🌳 Hot off the press!
Our brand new ad is featured in the most recent issue of Granville Magazine, hitting Granville area residents’ and businesses’ mailboxes soon!

Second Opinion = Smart Planning

You get a second opinion for medical advice—why not for your finances?

If you have friends, family, or colleagues who aren’t sure their financial strategy is really working for them, we’d be happy to help. No pressure. Just thoughtful guidance and a confidential second opinion.

✅ Experienced advisors
✅ Honest insights
✅ No obligation

Learn more at: www.rivertree-wealth.com

06/24/2025

🎉 Congratulations to Justin Fickes, CLU®! 🎉

We’re thrilled to announce that our partner and Private Wealth Advisor, Justin Fickes, has officially earned his Chartered Life Underwriter® (CLU®) designation — one of the most respected credentials in the financial services industry!

The CLU® is a mark of excellence in life insurance planning, business succession, and estate strategy. Awarded by The American College of Financial Services, this designation reflects deep knowledge in personal risk management, insurance law, and ethical financial planning — backed by rigorous coursework and exams.

By earning his CLU®, Justin has further strengthened his ability to:
✅ Help clients protect and grow their wealth through insurance strategies
✅ Guide business owners in succession and risk planning
✅ Navigate estate and retirement complexities with insight and precision
✅ Provide personalized recommendations with a strong ethical foundation

Please join us in congratulating Justin on this impressive milestone. His continued commitment to learning and service is a win for all the clients and families he supports every day. 💼🌳

06/20/2025

🎉 Birthday Cheers x2! 🎉

Join us in wishing a very Happy (early) Birthday to our amazing Founder and Private Wealth Advisor, Shawn Phelps, and our awesome new Associate, Seth Phelps! 🥳

Both are celebrating milestone birthdays this month—and while we won’t reveal Shawn’s exact age, let’s just say it starts with a 5 and ends with a 0. 😉

We’re so grateful for the leadership, energy, and passion both of these guys bring to the River Tree team. Here’s to a year full of growth, success, and maybe a few slices of cake too. 🎂

Drop them some birthday love below! 🎈🎁⬇️

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

http://rivertree-wealth.com/

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