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Build a Sound Financial Future

Work with a Financial Advisor You Can Trust

Wealth Management

Wealth Management

The wealth advisors1 located at Rivermark is supported by LPL Financial to offer credit union members access to Planning and Investment services, to help you achieve your financial goals.

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Benefits and Features

  • Independent financial advice for credit union members
  • Access to a wide array of investment products
  • Retirement, estate & income planning
  • Life insurance
  • Online portfolio management

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.

Meet The Advisor

What is financial planning?
Our financial planners will meet with you one-on-one to provide information, assess your situation and work with you to design an investment plan to help seek your financial objectives.

Are investments insured?
No, they are investments, which may involve some risk, which is why it’s good to have independent advice.

Do I need to have a certain number of assets to meet with an advisor?
No, LPL Financial’s focus is to help you manage your wealth, regardless of the amount of your assets.

1 The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rivermark Community Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Rivermark Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rivermark Community Credit Union.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value