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At Riser Hartman Wealth Advisors, we do more than manage investments—we align your finances with your life’s purpose.
Through a holistic, goals-based approach, we take the time to understand your full story, crafting personalized strategies that support what truly matters to you.
Our multi-generational team of experienced professionals brings deep insight and personal attention to every stage of your financial journey. Whether you’re an individual, a family, a business owner, or a philanthropic organization, we deliver thoughtful, comprehensive solutions to help you grow, preserve, and enjoy your wealth—today and for generations to come.
Our Team
Our approach to understanding you and what you want to accomplish begins with a carefully designed process to uncover not only your needs, goals and challenges, but also the underlying motivation – why and for whom is it important for you to plan and invest?We evaluate your financial situation, including your goals, personal risk tolerance, and current investments, to help you understand your overall asset allocation, exposure to risk and identify any gaps that may exist. We help you plan or prepare for major life events, such as retirement, college for children or grandchildren, potential divorce, the death of a spouse and other life-changing events.Finally, we help you establish a long-term plan for assessing and meeting current and future needs, and then survey the landscape of financial opportunities to find the right allocation and specific investments to fulfill that plan.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
Giving back to our community is something that has always been very important to us.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Mobile Check Deposit
In light of the health circumstances, clients have appreciated learning that checks can be deposited to your Janney account from home.
College Cost Data for 2019-2020 School Year
Each year, the College Board releases its annual Trends in College Pricing report that highlights current
college costs and trends. While costs can vary significantly depending on the region and college, the
College Board publishes average cost figures, which are based on a survey of nearly 4,000 colleges across
the country.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.