Kyle Dearing Professionally Recognized at River Tree Wealth Management

River Tree Joins Northwestern Mutual’s exclusive Private Client Group

River Tree named to Top 25 Financial Planners in Columbus 2023

Shawn Phelps was appointed to the Village Network Board

Eric Politz, Operations Manager, earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services.

Phelps moves up ranks as Forbes 2022 Top Financial Security Professional

Justin Fickes Appointed to OH Chamber Small Business Council

Our Firm Welcomes Three New Partners: Matthew Beeghley, Kayla Hinds, and Justin Fickes

Columbus Financial Profile

Check out an article we published in a regional financial section of Fortune, TIME, Entrepreneur, and Bloomberg Businessweek magazines called the Columbus Financial Profile.

Our Partner and Wealth Management Advisor, Matthew Beeghley, earned the Chartered Financial Consultant® (ChFC®) designation, his fifth financial certification from the American College of Financial Services.