RiversEdge Advisors, LLC

Brian Carney, CFP®, AIF®, ChFC®, CDFA® has been recognized as a 2024 Advisor to Watch by AdvisorHub placing him among the top 200 RIAs nationally! This accolade highlights the remarkable growth, sophisticated practice, and unwavering commitment to professionalism that Brian and our team uphold. We are proud of this achievement and eagerly anticipate participating in the Summit this October in NYC. Congratulations to all the finalists, and we look forward to connecting with you all at the summit! Learn more about the advisors recognized this year: https://lnkd.in/ebV_5KHQ --------- AdvisorHub’s Methodology: The selection process was rigorous, involving nominations from 339 firms. Advisors had to meet stringent criteria including a minimum of seven years of experience, at least $150 million in Assets Under Management (AUM), and a clean regulatory record. Candidates were evaluated based on the size and composition of their practice, year-over-year growth, and overall professionalism. This ranking is conducted annually and is open to any firm or advisor with no fees required for participation. #AdvisorsToWatch2024 #RIA #FinancialExcellence #RiversEdgeAdvisors

Brian Carney, CFP®, AIF®, ChFC®, CDFA® has been named to the Titan 100 list, recognizing him as one of the top CEO's and C-level executives in the region. This honor highlights Brian's exceptional leadership qualities, visionary approach, and substantial influence in the financial sector. The Titan 100 program identifies and celebrates a diverse group of leaders who drive innovation and change within their industries. Honorees are celebrated at an annual awards event, featured in the Titan 100 book, and benefit from ongoing opportunities to connect with other Titans throughout the year. This recognition not only underscores Brian’s impactful leadership but also aligns with our firm’s commitment to excellence and progressive financial management. Learn more about the Titan 100 and Brian's role in this elite community at www.titan100.biz. --------- About the Titan 100: The Titan 100 is a national program that recognizes the top 100 CEOs and C-level executives in a region. Representing both the private and public sector, these Titans of Industry demonstrate exceptional leadership, vision, passion, and influence in their field. The Titan 100 are recognized at an annual awards event, published in the Titan 100 book, and given the opportunity to build relationships with their fellow Titans by connecting multiple times throughout the year. Titans must be nominated and selected annually with the pinnacle achievement of being recognized as an elite Hall of Fame honoree in their third year. The Titan 100 is one of the fastest-growing, most powerful communities of executives across the nation. #Titan100 #LeadershipExcellence #RiversEdgeAdvisors

Awesome Day at Fieldstone Golf Club! We had a blast hosting 100 friends for a day of golf a couple of weeks ago. The day was packed with everything—from lunch, to a happy hour wind-down, to a tasty dinner. Big thanks to everyone who came out and made it unforgettable! #GolfDay #FieldstoneGolfClub #REANetworkingEvent

Last week, Brian Carney, CFP®, AIF®, ChFC®, CDFA® and Steve Hutchison, CPA, CVA had the pleasure of speaking at the Soccer Shots Franchising Convention in Dallas. The session was so engaging they had a full house — extra chairs were brought in to accommodate everyone! It was a fantastic opportunity for attendees to engage, learn, and network. Post-talk, Brian and Steve enjoyed some of Dallas's iconic local cuisine, indulging in delicious BBQ and more. Thank you to all who made this event so memorable!

This summer, we are excited to welcome Kylie to the RiversEdge Team as our intern. Kylie is eager to learn all about the financial services industry and bring fresh perspectives to our team. Kylie was studying International Business at Elon University in North Carolina and is looking to gain industry experience, especially in retirement, investments, and business planning. After her summer internship, Kylie will complete her undergraduate studies at the University of Reutlingen in Germany! Join us in giving Kylie a warm welcome as she embarks on this exciting journey with us. [Photo: Kylie, on the left, with our Office Experience Coordinator, Alex and Director of Financial Planning, Bryan]

We’re thrilled to share that Gary Diegert, CFA, CAIA has successfully achieved the Chartered Alternative Investment Analyst (CAIA) designation. This significant professional milestone highlights Gary’s dedication to deepening his knowledge and skills in the intricate arena of alternative investments. The CAIA Association stands as a beacon of transformation in the investment management realm, leading the charge in mainstreaming alternative investment asset classes. With a global membership spanning over 100 countries, CAIA embodies diverse expertise and interdisciplinary knowledge crucial for prudent capital allocation and client stewardship. By disrupting conventions, fostering opportunities, and promoting sustainability, CAIA prepares investors for a dynamic future. The vision of CAIA extends beyond individual financial goals, aiming to drive societal wealth and elevate human flourishing through a robust, ethical, and aligned capital market system. Since its inception in 2002, CAIA has been dedicated to enhancing industry standards through education, advocacy, and thought leadership, uniting CAIA over 13,000 charterholders worldwide in a mission to collectively foster a true profession that serves the public good. This designation not only represents individual accomplishment but also aligns with our commitment at RiversEdge Advisors to providing well-rounded, knowledgeable stewardship to our clients. Join us in congratulating Gary on this significant milestone! #CAIA #AlternativeInvestments #FinancialExcellence #RiversEdgeAdvisors

We are proud to share that RiversEdge Advisors, LLC has been honored by USA TODAY and Statista as one of the Best Financial Advisory Firms for 2024. This accolade spotlights our firm as a leader among registered investment advisory (RIA) firms and is a testament to our success managing assets and our dedication to fostering trust and delivering exceptional service. We extend our heartfelt gratitude to our exceptional team and our clients, whose collective efforts and trust have been instrumental in our continuous success. This recognition serves as a reminder that our shared commitment to excellence and innovation are paramount to our success and we pledge to uphold these high standards as we continue to redefine leadership in the financial advisory sector. This recognition is based on an innovative methodology consisting of two dimensions: A firms development of Assets Under Management (AUM) and recommendations by financial advisors, clients, and industry experts. Visit the link below to find our official ranking and learn more about our standout qualities in the industry. 🔗https://lnkd.in/e-ARUzCM RiversEdge Advisors, LLC received the rating referenced from USA Today and Statista on 4/24/2024 for a time period based on 01/01/23-01/01/24. No compensation was provided to USA Today by RiversEdge in order to be considered for this rating. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. #BestFinancialAdvisors2024 #ExcellenceInFinance #RiversEdgeAdvisors

We held our Annual Masters Event on Thursday, April 11th. It is always a great event for employees, clients, friends and family to come together and enjoy a relaxing afternoon of golf-themed food and entertainment! We enjoyed authentic delicious recipes from the Masters, thanks to Sherm's Catering, (including the classic Pimento Cheese on White Bread and Egg Salad Sandwiches). There was an intense putting contest, and guests were quenching their thirst with ice cold Transfusions, a favorite of many golfers out on the course! We look forward to hosting again next year, and hope to see you there!

Thanks for having us, Portfolio Summits! Gary Diegert, CFA, CFA and Brian Carney, CFP®, AIF®, ChFC®, CDFA®, were thrilled to be part of such a fantastic event!

Thanks for having us, Portfolio Summits! Gary Diegert, CFA and Brian Carney, CFP®, AIF®, ChFC®, CDFA®, were thrilled to be part of such a fantastic event!