Advisors at this firm
Scott H
Series 66
Medina, OH
River Wealth Management LLC
Scott Huff is a financial advisor at River Wealth Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Arbor Point Advisors and Securities America, Inc. prior to joining River Wealth Management in 2020. Outside of his advisory role, he is the creator of YouRefolio, a planning software used by professional advisors, and has over two decades of experience in law enforcement. River Wealth Management serves individual and high-net-worth clients, charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm employs a variety of investment analyses and may utilize third-party managers and discretionary rebalancing for clients who grant trading authority.
Timothy P
CFP®, Series 66
Medina, OH
River Wealth Management LLC
Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.