RiversEdge Advisors is proud to announce the appointment of Tim Mihok as Chief Executive Officer and Partner. With a career defined by leadership in operations and finance, Tim brings proven expertise to RiversEdge as the firm continues its evolution from financial planning and investing to a leading wealth management platform offering sophisticated tax planning and business advisory services.
Tim’s appointment as CEO reflects not only his professional excellence but also the deep trust and longstanding relationship he shares with RiversEdge’s founding partners, Brian Carney and Jarrett Morris. Having worked closely together over the years, including with Tim as a long-time client, the decision is rooted in shared values and mutual respect. This partnership sets the stage for a united vision to build on the firm’s success while preparing for new opportunities ahead.
Tim’s background as a Certified Public Accountant (CPA) has been a key asset in helping RiversEdge simplify the complex financial lives of its clients. He’s been deeply involved in shaping the firm’s Tax and Advisory practice from the start, ensuring it integrates seamlessly with RiversEdge’s other services. Tim’s thoughtful leadership will be critical as the firm continues to grow its team of advisors and supports specialists in focusing on their areas of expertise, further enhancing the client experience. His thoughtful leadership has helped the firm deliver tailored, practical solutions that clients trust to navigate their most important financial decisions with clarity and confidence.
Built on the foundation of personalized, relationship-driven financial guidance, RiversEdge has grown to meet the unique needs of its diverse clientele, from ultra-high-net-worth families to business owners and individuals seeking tailored solutions. With Tim at the helm, RiversEdge is deepening its service offerings and enhancing its ability to deliver truly customized strategies, ensuring the firm remains a trusted partner for long-term success.
Brian Carney, Partner and Founder of RiversEdge Advisors, expressed his confidence in Tim’s leadership:
“Tim has a proven track record of building strong organizations. His leadership is deeply rooted in understanding a company at the most intricate levels—from data and systems to relationships—which are the foundation of everything we do at RiversEdge. I am excited to see him continue to build and reinforce the culture and client-centric approach that has been central to our success.”
Jarrett Morris, Partner and Founder, highlighted Tim’s ability to drive growth through operational discipline:
“Tim brings a disciplined approach to operations and strategic growth. His ability to balance vision with execution is exactly what RiversEdge needs as we scale and innovate. His leadership will ensure we continue delivering exceptional value to our clients while expanding our capabilities.”
Michael Derins, advisory board member and former CEO of The Archer Group, reflected on his time working alongside Tim:
“Having partnered with Tim at The Archer Group, I witnessed firsthand his remarkable ability to lead with both precision and heart. As CFO and indispensable partner, Tim was instrumental in driving Archer to become a leading firm, culminating in an incredibly successful exit. His operational excellence and strategic insight make him the ideal person to lead RiversEdge into this exciting next chapter.”
Tim’s appointment underscores RiversEdge’s unwavering commitment to its clients. Many relationships begin with a single service and grow into complex partnerships as the firm becomes an indispensable part of its clients’ lives. By deeply understanding their unique needs and providing expert guidance, RiversEdge empowers clients to make their most important decisions with confidence.