Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Administration, are very a lot in sync. They carry completely different strengths to the desk of their RIA-only enterprise that stability each other and share a ardour for high-touch, high quality shopper service.

The duo additionally agrees on just a few different factors. First, a fee-only method is the way forward for the business and the proper resolution for his or her enterprise—from the standpoint of each doing the proper factor for purchasers and tapping into alternatives for progress. And second, selecting a agency companion with the proper mixture of infrastructure, assist, and repair could make all of the
distinction in the way you serve your purchasers.

Commonwealth’s Christin Clohosey, program supervisor, apply administration, caught up with Amos and Archinal over Zoom to speak about their fee-only journey. Watch the video to study what recommendation they’d give different advisors who’re contemplating an identical path.

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The Highway to RIA-Solely:
One Agency’s Journey

Achieve an insider’s view into the alternatives, challenges, and realities of going fee-only an operating an RIA enterprise from two advisors who made the leap.