Grow Your Business and Grow Your Wealth artwork

EP 037 Brian Carney, CFP, AIF, ChFC, CDFA and Co-Founder of RiversEdge Advisors, LLC

Grow Your Business and Grow Your Wealth

English - March 31, 2021 04:01 - 32 minutes
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Previous Episode: EP 36 Sarah Carlson CFP®, CLU, CHFC, Owner-Fulcrum Financial Group
Next Episode: EP 038 Simon Popple, Managing Director at Brookville Capital

Brian Carney is the co-founder of RiversEdge Advisors, LLC. Two weeks after starting his career as a financial advisor, 911 happened. Brian persevered and along the way he started a financial planning firm with his two best friends. He made the leap to starting his own firm, because of his desire to help clients understand their personal finances and reduce financial anxiety.
In our conversation we discussed:
·        The difference between a financial planner and investment manager.
·        Helping clients to stay organized and focused on financial goals.
·        Eliminating the emotions out of financial decisions.
·        Creating your team for a successful financial plan.
Brian and his team work to keep clients on track with the goal of building net worth. He also helps business owners through his podcast, Happy Half Hour with an Entrepreneur.
Connect with Brian:
Website: https://riversedgeadvisors.com/
Instagram: https://www.instagram.com/riversedgeadvisors_llc/
Twitter: https://twitter.com/RiversEdge_LLC 
Linkedin: https://www.linkedin.com/company/riversedgeadvisors/
Youtube: https://www.youtube.com/channel/UC12-pT6ZGV7Wukj1mCxcFPA?reload=9&view_as=subscriber
 Podcast website: https://www.happyhalfhourwithanentrepreneur.com/

Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Carney is the co-founder of RiversEdge Advisors, LLC. Two weeks after starting his career as a financial advisor, 911 happened. Brian persevered and along the way he started a financial planning firm with his two best friends. He made the leap to starting his own firm, because of his desire to help clients understand their personal finances and reduce financial anxiety.

In our conversation we discussed:

·        The difference between a financial planner and investment manager.

·        Helping clients to stay organized and focused on financial goals.

·        Eliminating the emotions out of financial decisions.

·        Creating your team for a successful financial plan.

Brian and his team work to keep clients on track with the goal of building net worth. He also helps business owners through his podcast, Happy Half Hour with an Entrepreneur.

Connect with Brian:

Website: https://riversedgeadvisors.com/

Instagram: https://www.instagram.com/riversedgeadvisors_llc/

Twitter: https://twitter.com/RiversEdge_LLC 

Linkedin: https://www.linkedin.com/company/riversedgeadvisors/

Youtube: https://www.youtube.com/channel/UC12-pT6ZGV7Wukj1mCxcFPA?reload=9&view_as=subscriber

 Podcast website: https://www.happyhalfhourwithanentrepreneur.com/

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices

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