River Financial Group LLC

River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every servic...

River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every service we offer. We bring retirement modeling, public benefits integration, estate coordination, governance design, and insurance strategy into one cohesive plan. Led by Leo Rotman, CFP, and Eric Jorgensen, CFP, both fathers who understand this journey firsthand, River serves families across the Eastern Seaboard, including Massachusetts, Connecticut, New York, Maryland, Washington DC, and Florida. Our goal is simple: a plan families can count on, so their loved one will be okay when they are gone.