River Road Financial Management

We provide expert financial administration services to individuals, family offices, and non-profit organizations:
  • Pay bills, balance accounts, manage online banking
  • Collect and organize tax info for your accountant
  • Coordinate with attorneys, bankers and brokers
Expertise
Our financial administrators have years of experience in financial services, legal services, and bookkeeping
Discretion
We treat your financial life with the discretion and confidentiality it deserves. We have earned the trust of our clients.
Flexibility
Your needs determine how we work with you. While many clients value our advice, ultimately you remain in charge.

What is Financial Administration?

There are many reasons why you might want to engage a financial administrator. Here are just a few:
  • You would like to devote more of your time to things that truly interest you, like travel, charitable endeavors, or a new business venture.
  • You have an elderly parent or grandparent who can no longer keep up with routine financial tasks, paying bills, and monitoring bank accounts.
  • You are a widow or widower whose spouse took care of all the finances, and now you need help figuring it all out.
  • You need somebody who knows the industry jargon to be your banker-English/English-banker translator, who can make sure you're well served no matter how complex your financial life may be.

Let us help you!