North River Wealth Advisors

"Steve and the North River Wealth Advisor Team are great. They truly care about their clients and focus on your short, mid and long-term financial goals. They take a customized approach, and you feel like family. Couldn't ask for a better firm to work with."

"I am very happy with my experience working with North River Wealth Advisors. They are extremely knowledgeable and their communication and attentiveness is top notch. There is no more worrying about my future as I know my investments are in very capable hands."

"North River Wealth Advisors takes the time to understand your financial goals and provides HELPFUL tools for saving and budgeting. They care about your financial health, give meaningful market insight and help you think about the big picture. Couldn't be happier with their support and services!"

"I’ve been working with Steve for about a year and he has been great! I was terrible at getting back to Steve, but he never once seemed annoyed. He follows up appropriately and helps keep me on task for the goals I have shared with him. He is flexible, friendly, and relatable. Most importantly, I appreciate North River Wealth Advisors as a fiduciary that doesn’t make commission from the funds they recommend for investment. I find comfort in knowing that they are committed to help me achieve my goals and aren’t skewed by commissions. I trust them. Before Steve, I had my money all over the place from prior employer 401ks and IRAs. My husband was the same. For once, thanks to Steve, my husband and I have all of our retirement organized and tracked in one place! Steve has made some great recommendations to get us where we want to be. He never once passed judgement (I’m a spender!), but he appropriately nudged me to take the steps necessary to achieve my goals. If you’re reading this review because you’re researching North River Wealth Advisors, my advice is to go for it! I think they are great and feel like I finally have a plan for my future."

"My husband and I have loved working with North River Wealth Advisors. We truly feel that they have our best interest at heart. Our questions and communication with the advisors has always been met with rapid responses. They are professional, caring and hard working. We would highly, highly recommend working with North River Wealth Advisors."