Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®

Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®

Partner and Founder

Brian serves RiversEdge Advisors as Partner and Co-founder. With over two decades of experience in financial services, he’s spent the past decade helping redefine what a financial advisory firm can be. He’s known for his approachable style and ability to make complex financial decisions feel less overwhelming—traits that have made him a trusted guide to business owners, families, and entrepreneurs alike.

After years working within traditional firms, he co-founded RiversEdge in 2014 with a vision of building an advice-first company grounded in transparency, simplicity, and deep client understanding. Over time, he recognized a major gap in how the industry served business owners—especially when it came to connecting personal finances, business planning, and tax strategy. That realization drove the firm’s expansion into tax and advisory services, creating a more complete and coordinated experience for clients.

Born and raised in Delaware, Brian is a proud graduate of the Tatnall School and earned his B.S. from Ursinus College. He holds designations including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®). When he’s not working with clients or building out new ideas at the firm, he gives back through mentorship programs, local charities, and community leadership roles.