Sean Kelleher
CFP®, EA
Riverchase Wealth Management, LLC
Co-Founder & Principal
Sean Kelleher
CFP®, EA
Riverchase Wealth Management, LLC
Co-Founder & Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sean Kelleher, CFP®, EA
Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country
Sean Kelleher is a Flower Mound, TX fee-only financial planner. Riverchase Wealth Management, LLC provides comprehensive wealth management, financial planning and investment management to help individuals, families and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sean Kelleher is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sean Kelleher, is a Co-Founder and Principal of Riverchase Wealth Management, LLC in Flower Mound, Texas. Sean has spent over 20 years as a financial planner helping individuals and families develop financial plans based on the goals they feel are most important to them leading a fulfilling life.
From a young age, Sean was drawn to the world of entrepreneurship and finance. This was driven by the experience of starting his first business mowing lawns and his introduction to economics and accounting in high school. These, and the values of managing personal finances instilled in him by his parents, continue to guide him today. He feels truly blessed to be able to leverage his skills and passion for personal finance to help his clients plan for their financial future.
Prior to founding Riverchase, Sean spent the majority of his career supporting tax and accounting professionals in integrating financial planning into their practices. The support he provided included marketing, client case analysis, portfolio recommendations and the development of financial plans. Working with tax professionals, Sean realized the importance of tax knowledge in the financial planning process. This motivated him to gain more knowledge of tax regulations, and is something that he continues to devote time to today.
Sean holds a Bachelor degree in Marketing from the University of Texas at Arlington. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2000 and an Enrolled Agent with the Internal Revenue Service in 2007. Sean is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the National Association of Tax Preparers (NATP).
Sean resides in Highland Village, Texas with his wife and two daughters. He enjoys spending time with his family and being active in the Rotary Club of Flower Mound and his church. His hobbies include motorsports, tennis and travelling.
Sean Kelleher 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.
We are a fee-only financial planning and investment management firm that works with individuals and families to improve their long-term financial success through independent, objective financial advice. The customized advice we provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
Some of the common questions clients ask us to address are:
- Am I saving enough to reach my retirement goals?
- Are my investments properly allocated and diversified?
- Is my family properly protected in the event of a disability or death?
- How much should I be saving for my children's college education?
- How much income will the retirement assets I have accumulated provide me?
- What will happen to my estate in the event of my death?
- In what ways can I contribute to the charitable organizations I care about?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sean Kelleher is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sean Kelleher is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Sean Kelleher is a NAPFA-Registered Financial AdvisorThe 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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Sean Kelleher is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Riverchase Wealth Management, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Sean Kelleher is a Member of the Financial Planning Association of Dallas Fort Worth and Serves as the Education Committee Chair
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Sean Kelleher is a Five Star Professional
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Sean Kelleher is a Current Member and Past Officer for the Rotary Club of Flower Mound
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Riverchase Wealth Management is a Member of the Flower Mound Chamber of Commerce
Contact Sean Kelleher
Office Locations:
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3419 Cross Timbers Rd
Suite 105
Flower Mound, TX 75028 -
6136 Frisco Square Blvd
Suite 400
Frisco, TX 75034
