RISR, a comprehensive business owner engagement platform for financial advisers, has partnered with Citadel Wealth Management, a division of Citadel Credit Union, to provide Citadel’s advisers with a more robust toolkit for supporting business owners.
This follows recently announced partnerships with Journey Strategic Wealth and Great Valley Advisor Group — a reflection of RISR’s commitment to equipping advisers with planning enablement tools that enable them to better serve business owner clients.
This partnership reaffirms Citadel’s commitment to equipping its advisers with the resources they need to better serve business owners who help to foster economic development in the Greater Philadelphia area. It will enable business owners to offer more personalized advice and a comprehensive view of their financial situations.
“Delivering top-tier services in order for advisers to thrive is key to our mission,” said Sheri Perkins, senior vice president of