River Financial Group, LLC

River Financial Group, LLC River Financial Group builds one integrated financial plan for families raising a loved one with a disability. Serves families nationwide.

River Financial Group, LLC offers investment advisory services through Diversify, collectively Diversify Advisory Services, LLC ("DAS") and Diversify Wealth Management, LLC ("DWM"). Both DAS and DWM are SEC-registered investment advisors. Securities offered through DFPG Investments, LLC, member FINRA/SIPC and an affiliate of Diversify. Leo Rotman, CFP®, offers investment advisory services through

Diversify Wealth Management, LLC and securities through DFPG Investments, LLC. Check the background of this firm and its investment professionals on FINRA's BrokerCheck: https://brokercheck.finra.org

Address: 275 Grove Street, Suite 2-400, Newton, MA 02466
Phone: 888-714-1646

We are not a law firm or government agency and do not file public benefit applications, determine eligibility, or provide legal advice. Program rules vary significantly by state and are subject to frequent change. Clients should verify eligibility and complete applications directly with the appropriate qualified professionals and government agencies responsible for administering these programs (for example, special needs attorneys, benefits counselors, or state and federal agency representatives). We may assist you through coordination with these qualified resources.

Proud to support an amazing organization!
08/24/2024

Proud to support an amazing organization!

A heartfelt thank you to River Financial and Day Pitney, Conceptualizer Sponsors of this year's Imagine Gala! 🌟

River Financial is committed to helping families plan and manage their finances with a focus on Special Needs Planning and Holistic Family Planning.

Day Pitney, a leading East Coast law firm, provides innovative legal solutions tailored to clients ranging from individuals to Fortune 500 companies.

Thank you to these incredible sponsors for supporting our mission!

Interested in attending the Imagine Gala? Visit http://fcsn.org/gala?utm_source=facebook&utm_medium=social&utm_content=ap_de6aep56ji for details and tickets River Financial Group, LLC Day Pitney LLP

As a parent, you want only the absolute best for your children’s future. When your child is special needs, it’s importan...
08/19/2021

As a parent, you want only the absolute best for your children’s future. When your child is special needs, it’s important to really think things through to ensure you create the best estate plan possible.

Introduction Families with special needs children must exercise extra care in making their estate plans. This is true whether their special needs child is still a minor or now an adult, and particularly so when the child is or in the foreseeable future will be -- receiving needs-based public benefit...

Great Ted Talk about housing for neurodiverse adults. Housing is by far the number one concern that most of our clients ...
08/07/2021

Great Ted Talk about housing for neurodiverse adults. Housing is by far the number one concern that most of our clients have for their children when we are helping them with their planning.

https://www.youtube.com/watch?app=desktop&fbclid=IwAR3StyAfxERQ7bPYJVF8idcCa5UE-FzEI8LoQ0KFfNqwxS0hWWZoPwpoLcM&v=G_TaXf8Fb-U&feature=youtu.be

This talk, from Diane Lawson, focuses on the same fear every parent of a child with autism or I/DD has – “what will happen to my child when I’m no longer her...

As the technology pushes towards more uses of AI, we need to make sure that people with disabilities will not be margina...
07/22/2021

As the technology pushes towards more uses of AI, we need to make sure that people with disabilities will not be marginalized and left out.

The US federal agency charged with fighting employment discrimination has no plans to investigate the technology on its own.

Great way to change the meaning in "special" needs! More shows like this will change the way people perceive individuals...
07/21/2021

Great way to change the meaning in "special" needs! More shows like this will change the way people perceive individuals with special needs.

The series was produced by Shalva and the Ruderman Family Foundation.

What a wonderful story! Many of the families I work with would love to have the type of community support exhibited here...
07/15/2021

What a wonderful story! Many of the families I work with would love to have the type of community support exhibited here. Unfortunately for most this won't be the case so we need to plan ahead. Still very inspiring and shows you that there are many caring people out there.

E.J. Collins spends his days trying to improve the town he loves — and in turn is met with unparalleled love from the community.

I think almost every child had a difficult time when schools were closed this past year but children with disabilites ha...
07/14/2021

I think almost every child had a difficult time when schools were closed this past year but children with disabilites had it particulary rough. Although you can't get back a lost year, these funds will help to support some of the children who lost the most.

The U.S. Department of Education today released more than $3 billion in American Rescue Plan (ARP) funds to states to support infants, toddlers, children, and youth with disabilities. The new funding will help aid more than 7.9 million infants, toddlers, and students served under the Individuals wit...

Explore the various resources available to those with disabilities to assist with housing, taxes, medical bills, service...
07/07/2021

Explore the various resources available to those with disabilities to assist with housing, taxes, medical bills, service and emotional support animals, and more...

Explore a wide range of programs and tools to help with housing, taxes, medical bills, service and emotional support animals, and more.

Many parents struggle with what is right when it comes to guardianship or conservatorship. Not only is the process confu...
07/07/2021

Many parents struggle with what is right when it comes to guardianship or conservatorship. Not only is the process confusing but often there isn't a clear understanding of the ramificaitons.

Experts in probate law say the singer's account is well within the realm of how conservatorship works. "You’re taking away a person’s right to make any decisions over themselves," one said.

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275 Grove Street, Suite 2-400
Waltham, MA
02466

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