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Andrew O'Gorman

River Wealth Advisors LLC

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About Andrew O'Gorman

Andrew O'Gorman is a financial advisor at River Wealth Advisors LLC. Andrew has been in the financial services industry since 2017. Andrew holds a Series 63, Series 65, and Series 6 licenses and is also a Certified Financial Planner. Andrew's experience includes working at AXA Advisors, LLC, and River Wealth Advisors LLC. The Camp Hill office of River Wealth Advisors LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Andrew O'Gorman is currently registered with River Wealth Advisors LLC. River Wealth Advisors LLC is a registered investment advisor located in CAMP HILL, PA. The firm provides financial planning and portfolio management for individuals, businesses, charitable organizations, and pension and profit sharing plans. As of their last reporting, the firm managed over $1 billion in assets.
River Wealth Advisors LLC

100 CORPORATE CENTER DRIVE

CAMP HILL, PA 17011

$1.06B

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew O'Gorman’s Registration & Firm History

PA

01/01/2020 - Present

River Wealth Advisors LLC (Camp Hill PA)

PA

11/22/2017 - 04/05/2018

AXA ADVISORS, LLC (ERIE PA)

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Licenses & Designations

IA

Issued 12/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew O'Gorman.
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