River Capital Advisors, L.C.
Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, legally bound to act in your best interest. We have no proprietary products and are not affiliated, in any way, with the investment managers or custodians that we may recommend to you. Our fee-only compensation structure ensures that we work for you and put your best interests first.
River Capital Advisors, L.C. ("RCA") is a subsidiary of Smoak, Davis & Nixon, LLP ("SDN"), one of the Southeast’s oldest and most respected CPA firms, since 1924. We are located in Jacksonville, FL. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives.
The combination of RCA and the CPA firm of SDN allows us to provide a wide range of services to individuals and business owners. We have expertise in all areas of income taxes, estate taxes, financial and investment planning. As a CPA firm, we also provide for our business owner clients attestation services (audits, reviews and compilations) and accounting services through our dedication Accounting Services team. The Accounting Services team support QuickBooks and the team is comprised of QuickBooks Pro certified professionals. Through the CPA firm affiliation with Allinal Global, one of the countries largest CPA firm organizations, we have a global reach and access to expertises of other CPA and financial advisors in the Allinal Global network.
Do you know if your current investment strategy is effective to meet your needs and goals? Are you on track to retire? Who will inherit your assets when you pass away? We can help you answer questions like these and more. The services we offer include full financial planning and wealth management. Our team of CFP® and CPA professionals are uniquely positioned to help you with your financial needs.