Achieving Success By Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations

Our Mission

At Riel Financial, we don’t just manage your wealth, we help maximize your impact. Partnering with David White & Associates and backed by a team of specialists, we learn your goals and values, curating solutions which align with them.

Throughout the process, our goal is to help families and business owners navigate the complexities of tax law, wealth transfer, and management of financial assets.