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No minimum portfolio balance. No hidden fees. No ego-driven agenda.
We’re on a mission to help every individual, business owner, and family grow, manage, and sustain wealth.
No matter how big or small your financial portfolio might be, we’re here to help you make the most out of everything you’ve got.
Without question or expectation of return, we give the best of our time, our talent, and our treasure. And we give it freely, too, because we believe that a generous life is the only way to create a prosperous life.
Because we believe we’ve been uniquely called to do this work, we outline every resource and every relationship with the bold convictions of our faith and an unwavering commitment to transparency, trust, and integrity.
Some say this word is overused. We say it's under-practiced. Whether we’re with our families, friends, coworkers, or clients, we never seek to be first in line, and we always advocate for the best interests of those under our care.
Technology has come a long way from our early days of financial advising, and while much in life and business is automated, we still know our clients’ addresses by heart and show up as a faithful friend through the best and the hardest days.
Our clients become lifelong friends, and we often spend more time at kitchen tables than we do in our own offices. We’re pretty brilliant when it comes to crunching numbers and planning for the future, but we never lose sight of this one truth: The only reason we’re so good at what we do is because we’re driven to do whatever’s best for you.
We work hard to optimize every aspect of your wealth management strategy, and one of the biggest ways we do that is by partnering with Raymond James as our brokerage.
Founded in 1962, Raymond James manages approximately $1.3 Trillion in client assets, supports approximately 8,700 financial advisors, and offers equity research coverage of more than 1,100 companies.
When you partner with us, you get all the 1:1 attention of a locally-minded firm – and all the peace of mind that comes with a sophisticated, global partner like Raymond James.
Financial Advisor | CKA®
tom.davis@wrwealthadvisors.com
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Financial Advisor | CFP® | CKA®
brian.osner@wrwealthadvisors.com
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Financial Advisor
tom.foote@wrwealthadvisors.com
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Financial Advisor
david.conlon@wrwealthadvisors.com
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Financial Advisor
ted.jarvis@wrwealthadvisors.com
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Financial Advisor
taylor.davis@wrwealthadvisors.com
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Financial Advisor
zion.osner@wrwealthadvisors.com
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Service Associate
angela.dunsmore@wrwealthadvisors.com
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Director of First Impressions
michelle.cupp@wrwealthadvisors.com
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Financial Advisor
zion.osner@wrwealthadvisors.com
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Relationship Manager
logan.wulpi@wrwealthadvisors.com
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Financial Advisor
zion.osner@wrwealthadvisors.com
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.
765.282.9941
White River Wealth Advisors
700 West White River Blvd | Muncie, IN 47303-3866
TF: 877.282.9941 | F: 765.282.9953
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