About My Practice
Riverchase Financial Planning, LLC is a Fee-Only financial planning and investment management firm headquartered in Lewisville, Texas. Our mission is to help individuals and families improve their long-term financial success through independent, objective financial advice. The Principals of our firm have more than 28 years combined experience in the field of financial planning. The customized advice we provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
Guiding our firm is the belief that when dealing with your financial wellbeing, you need advice that you can trust. The advice should never be swayed by the interest of an outside third party. Unlike many financial advisors, we never receive any commissions, finder’s fees or any other compensation which is contingent upon a client purchasing a particular product. We are only paid through fees received from our clients. This structure enables us to remove the conflicts of interest regarding compensation and focus solely on our clients and their best interests.
Sean Kelleher is a Co-Founder and Principal of Riverchase Financial Planning, LLC in Lewisville, Texas. Sean holds a Bachelor degree in Marketing from the University of Texas at Arlington. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent (EA) with over 13 years of experience in the financial services industry.
Prior to establishing 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 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 in 2005 he earned the Enrolled Agent (EA) designation with the IRS.
Sean is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the National Association of Enrolled Agents (NAEA) and the National Association of Tax Preparers (NATP).
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Enrolled Agent (EA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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