Michael Rausch
CFA®, ASA
North River Wealth Advisors
Co-Founder & Investment Advisor
Michael Rausch
CFA®, ASA
North River Wealth Advisors
Co-Founder & Investment Advisor
My focus is to provide you with sophisticated and transparent advice to help you achieve your goals. - Michael Rausch, CFA®, ASA
We provide unbiased, fee-only investment management and financial planning to clients in Pittsburgh, PA and across the United States.
Michael Rausch is a Pittsburgh, PA fee-only financial advisor serving clients locally and across the country. North River Wealth Advisors provides comprehensive financial planning and investment management to help individuals, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Rausch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Rausch, CFA®, ASA is the co-founder and investment advisor for North River Wealth Advisors.
Over the last two decades, I've developed financial plans and investment strategies for retirement plans, governments, non-profit organizations, families and individuals.
Prior to launching North River, I spent the majority of my career as an investment strategist for BNY Mellon Wealth Management. I led the firm's long-term market outlook and was instrumental in developing financial planning tools for institutions and individuals. I also provided holistic planning and investment advice to countless clients over my career. Prior to BNY Mellon, I started my career as a pension actuary for Towers Perrin (now WTW). My experience as an actuary provided a foundation around risk management and understanding longevity, two critical components of retirement planning and investing.
I hold a Bachelor of Science in Applied Mathematics degree from Robert Morris University. I also earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and the Associate of the Society of Actuaries (ASA) designation. I am a member of The National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.
My wife, Jessica, and I live in the north hills of Pittsburgh with our three children (Julia, Jacob and Bennett) who all attend Eden Christian Academy. When I rarely find time outside of family activities and serving clients, I enjoy running, skiing, traveling and working on my crude carpentry and remodeling skills.
Michael Rausch is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
North River Wealth Advisors is an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country. We apply our nearly two decades of experience to help you achieve what matters most.
Given your unique goals and objectives, we believe it is important to develop a highly customized financial plan tailored for you.
We believe each conversation is an opportunity to impact someone's life and this focus drives us in building deep and long-lasting relationships with our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Retirement Income Planning
- Goal Based Financial Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- Virtual or In-Person Meetings
- Clearly Defined Fees
- Robust Client App and Reporting
Professional Designations & Affiliations
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Michael Rausch is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Rausch is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Michael Rausch is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Michael Rausch Holds the Associate of the Society of Actuaries (ASA) Designation
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Michael Rausch is Quoted in the Pittsburgh Business Times: "Former BNY Mellon investment advisors launch independent firm"
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Michael Rausch is Quoted on Yahoo Finance: "Former BNY Mellon Consultants Launch North River Wealth Advisors"
Contact Michael Rausch
Office Locations:
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322 North Shore Drive
Building 1B Suite 200
Pittsburgh, PA 15212
