Melynda Rodgers works with River Capital Advisors as a Senior Wealth Manager. She brings over 25 years of professional experience to serve as a sounding board in helping individuals make informed financial decisions. As a CERTIFIED FINANCIAL PLANNER™ professional, her background reflects her passion for helping individuals and families develop a comprehensive path that integrates the many aspects of their financial picture. In addition to her CFP® certification, she holds a Chartered Life Underwriter designation which affords her a deeper level of knowledge to advise on life and disability insurance, as well as business owner succession and continuation planning. She also holds a Chartered Special Needs Consultant designation so she can share her passion and expertise for guiding families with loved ones with Intellectual and Developmental Disabilities (IDD) to plan for the many financial challenges they face. Philanthropy is one of Melynda’s core values, and she devotes her free time to making an impact on the community. She is a member of The Women’s Giving Alliance, the Estate Planning Council, the Planned Giving Council, and the Professional Women’s Council of the Jacksonville Chamber of Commerce. She holds board positions with local non-profits B.E.A.M. and BASCA. Melynda is the proud mother of three grown children and a special needs grandchild.

Firm Description

Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, legally bound to act in your best interest. We have no proprietary products and are not affiliated, in any way, with the investment managers or custodians that we may recommend to you. Our fee-only compensation structure ensures that we work for you and put your best interests first.

 About River Capital Advisors, L.C.

River Capital Advisors, L.C. ("RCA") is a subsidiary of Smoak, Davis & Nixon, LLP ("SDN"), one of the Southeast’s oldest and most respected CPA firms, since 1924. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives.

The combination of RCA and the CPA firm of SDN allows us to provide a wide range of services to individuals and business owners. We have expertise in all areas of income taxes, estate taxes, financial and investment planning. As a CPA firm, we also provide for our business owner clients attestation services (audits, reviews and compilations) and accounting services through our dedication Accounting Services team. The Accounting Services team support QuickBooks and the team is comprised of QuickBooks Pro certified professionals. 

Do you know if your current investment strategy is effective to meet your needs and goals? Are you on track to retire? Who will inherit your assets when you pass away? We can help you answer questions like these and more. The services we offer include full financial planning and wealth management. Our team of CFP® and CPA professionals are uniquely positioned to help you with your financial needs. 

Hours

Day	From	To
Monday	8:00 AM	5:00 PM
Tuesday	8:00 AM	5:00 PM
Wednesday	8:00 AM	5:00 PM
Thursday	8:30 AM	5:00 PM
Friday	8:00 AM	5:00 PM

Cost

River Capital Advisors, L.C. provides financial planning and investment management services on a Fee-Only basis. The only way we get paid is from our clients. We can serve clients in a variety of ways including working with them on an hourly basis. We also manage client’s assets on a assets under management basis. Finally, we offer financial planning separately from asset management. See our What We Offer
• As-needed financial planning on an hourly or fixed fee basis
• Personalized financial goal setting and advice
• Review of your existing financial investments, wills and insurance policies
• Straightforward, objective recommendations for investment strategy and selection, college funding, debt reduction and retirement planning
• Referral to other trusted professionals for legal services, various insurance offerings, etc.
• Asset management for clients that don't want to do this themselves
• Second opinion of your current investments and financial strategy
• low minimum for hourly advice of two hours and low minimums for ongoing asset management if this is desired
• Objective advice with no product sales. We do not sell insurance but can help understand and advise on current insurance products.
• Access to low cost insurance through commission free third party agents should it be needed, or desired.
• We can help people locally in the Northeast Florida area physically in our office or if they desire at their home. We can meet virtually with clients throughout the country.