River Birch Wealth Management

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River Birch Wealth Management River Birch WM advisors offer investment management, financial planning, and insurance solutions.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Honest question, and there are no wrong answers.What is a financial term you have nodded along to for years without ever...
10/17/2026

Honest question, and there are no wrong answers.

What is a financial term you have nodded along to for years without ever being completely sure what it meant?

These are almost always good questions that nobody ever answered straight.

Leave yours in the comments (for solidarity 😉)

There is a real difference between reviewing your plan on purpose and reacting to it out of worry.One happens on a calm ...
10/14/2026

There is a real difference between reviewing your plan on purpose and reacting to it out of worry.

One happens on a calm Tuesday when nothing is wrong. The other happens at eleven at night after a headline.

One of those tends to work out better than the other. Something worth keeping in mind the next time the coverage gets loud.

If you have had financial news on lately, you have heard a great deal about the bond market. The language tends toward t...
10/12/2026

If you have had financial news on lately, you have heard a great deal about the bond market. The language tends toward the dramatic.

So we wrote something that explains what is actually being described, in plain language.

Curious?

Read it at riverbirchwm.com/blog

10/10/2026

A huge thank you to this year’s Night Owl on the Town gala sponsors! Their generosity and support directly help us save the lives of thousands of wild animals each year! We encourage everyone to support these wildlife-friendly businesses and organizations that are making a real difference for wildlife and conservation in our community.

LAT Dentistry - Dr. Lindsay Thorn, DMD, The Hotel Roanoke & Conference Center, Fink's Jewelers, Pinnacle Financial Partners, River Birch Wealth Management, , , Adams Construction Company, Law P.C., LeadPoint Digital, Williamson, P.C., Street Partners, Trail Forged, Frantz Diamonds, Hufford Insurance

A question for you this morning.When you picture retirement, what are you actually doing in that picture?Some people des...
10/09/2026

A question for you this morning.

When you picture retirement, what are you actually doing in that picture?

Some people describe travel. Others describe being close enough to grandchildren to show up on a Tuesday for no particular reason at all.

Those are very different pictures, and they call for very different plans. We would love to hear yours in the comments.

Happy birthday to Chad Conner, our Vice President of Financial Planning.⁠⁠Chad has been with River Birch since 2016, and...
10/06/2026

Happy birthday to Chad Conner, our Vice President of Financial Planning.⁠
⁠
Chad has been with River Birch since 2016, and clients know him as the person who takes the time to explain things properly. ⁠
⁠
Outside the office he is usually outdoors, on the water with a fishing rod or somewhere on a golf course. He also coaches youth wrestling here in Roanoke County. Most weekends you will find him with Lauren and their kids Winston and Lainey.⁠
⁠
Happy birthday, Chad. We are lucky to have you on our team. 🎂🥳

"Am I behind?" is the question we hear more than any other.The honest answer is that behind is not a real measurement un...
10/05/2026

"Am I behind?" is the question we hear more than any other.

The honest answer is that behind is not a real measurement until you know what you are measuring against. Most people asking are comparing themselves to a number they read somewhere.

Our new post looks at why retirement readiness is rarely one big decision, and what a genuinely small adjustment can look like.

Read it at riverbirchwm.com/blog

October is National Retirement Security Month. Most people have never heard of it, and the idea behind it is a good one....
10/03/2026

October is National Retirement Security Month. Most people have never heard of it, and the idea behind it is a good one. The month exists to encourage all of us to take an honest look at where we stand.

We will be sharing a few simple things worth checking this month. No pressure and no jargon, just a place to start.

Most of what gets handed down isn't money. ❤️
09/30/2026

Most of what gets handed down isn't money. ❤️

Most people think of legacy as something that happens after they're gone. There's another version to consider.A down pay...
09/28/2026

Most people think of legacy as something that happens after they're gone. There's another version to consider.

A down payment that lets a young couple stop renting.
A week where everyone is under the same roof for the first time in years. Help that arrives while you're still around to watch it land.

Our new post is about giving during your lifetime, including the honest question of whether equal and fair are the same thing when siblings are in different circumstances.

www.riverbirchwm.com/blog

Address

2650 Electric Road Ste. D
Roanoke, VA
24018

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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