Why Choose Us

Financial adviser working with clients analyzing data at the tab

Independence

Advisors at River City Financial are independent financial professionals, not employees of a particular investment or financial services firm.

Objective Investment Advice

Because we are independent, we have the freedom to offer you unbiased guidance, focusing on what is best for you and your financial goals, rather than proprietary expectations.

Knowledge & Expertise

Founder, Jamie Mattioli, spent over a decade as an advisor with some of the biggest institutions in the industry. He offers big firm, corporate expertise with small firm client service and accessibility.

Holistic Approach

We get to know the whole client with strong client/advisor relationships, which enable us to build very customized financial plans that take into account all aspects of our clients’ financial and life circumstances.

Fiduciary Standard

River City advisors are fiduciaries, which means we are required to put your best interests ahead of our own at all times, regardless of compensation, perks, or other benefits.

Meet the Team

Core Values

Transparency & Trust

Client/Advisor Relationships

Independence

Uncommon Client Service

Passion for Community

Growth Mindset

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and River City Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AL, FL, NC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, River City Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

River City Financial