River Wealth Advisors is pleased to announce Eric Wiegand, CFP® joined the growing firm on May 13, 2020, as Wealth Advisor and Lehigh Valley Market Director.
With a focus on financial planning, Eric will help clients achieve long-term financial success through personalized planning and service excellence. Additionally, he will be responsible for expanding the firm’s presence in the Lehigh Valley.
“The Lehigh Valley is a vibrant and growing market. As we [River Wealth Advisors] continue to expand our footprint in the region, it is critical that we build a strong team of professionals that can deliver on our distinctive value proposition. We’re excited to bring Eric on board to lead this effort for us. Eric’s experience, reputation, and drive for serving his clients with excellence will distinguish us in the market.” said Robert Caplan, Chief Executive Officer.
Eric brings over a decade of financial planning expertise and relationship management to the firm with experience both at a leading financial brokerage as well as several regional banks. Most recently, he focused on advising high net worth clients on their complex and evolving financial needs as part of delivering wealth management and personal banking services to them. Eric is a graduate of The George Washington University and earned his Certified Financial Planning accreditation from the University of Virginia. He also holds a Series 66 license.
Eric is involved in the community, serving as a Director for the Cay Galgon Life House and co-chair of the Diocese of Allentown Annual Golf Tournament. Additionally, he is a part-time lecturer on Financial Planning for the University of Virginia.
River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, offering wealth management and retirement planning for individuals, business retirement plans, along with investment management for trusts and estates. The firm harnesses the skills of highly accredited and experienced professionals to assist clients in protecting and growing their assets. For more information, visit riverwealthadvisors.com.