Financial Advisors in the heart of Myrtle Beach
Financial solutions for retirees and business owners who want to make the most out of life.
We are fee only Fiduciary Advisors that help you navigate the complexities of Wealth Management.
We help good people make sound
financial decisions.
Whether you’re building your career, growing your business, navigating towards your retirement, or planning for your family’s future, we’re here to help you achieve your best life. Our comprehensive wealth management solutions are designed to address your unique needs and aspirations at every stage of life. From personalized investment strategies and risk management to tax planning and estate planning, we offer a holistic approach intended to help you navigate life’s financial complexities with confidence and peace of mind.
Personalization is at the heart
of what we do.
We understand that your financial journey is deeply intertwined with your personal journey. That’s why our experienced team of financial advisors takes the time to listen to your story, understand your goals and concerns, and create a customized plan that aligns with your values and priorities. We’re not just here to manage your money – we’re here to be your trusted partner; helping to build a life of prosperity, purpose, and joy.
Case Studies
Hypothetical Case Study
Business Planning
John wants to devise a clear plan for his post-business life to enjoying his retirement. In general, he wants to relax, enjoy life more, and know that everything will be okay.
Hypothetical Case Study
Retirement Transition
Steve and Mary desire peace of mind and are confident that they are on track to live the lifestyle they’ve always dreamed of. As their work lives come to a close, they want to feel confident that their retirement will be everything they want it to be — and they know that means making a lot of important decisions.
Hypothetical Case Study
Relocated Retiree
Tom and Sarah want to stay retired and enjoy life. They want to work with someone they trust locally. They want to worry less and live more — so they can focus on family and friends. They want to know they are taken care of financially.
These are a hypothetical, fictional examples of potential client issues. These are not real people but, these situations are used to provide clarity on potential issues others may be experiencing.
“We have been clients of Jeremy and the Riverbend team for over two years. We continue to be very impressed with the financial planning expertise and customer service provided by Riverbend…”
– John Houck
“We met with Jeremy today for a free consultation. He is awesome! Gave us some great short-term and long-term advice on retirement planning. No sales pitches or pressure to use their services. We really felt like he just wanted to help us. Highly recommend!”
– Jean Hiers
“I highly recommend Jeremy & his team at Riverbend Wealth Management. This team is honest and conduct business built on integrity and a high level of customer service.”
– Daniel Grossi
Google reviews have been given by clients and non-clients of Riverbend Wealth Management, LLC. No compensation was provided for these testimonials. There is no guarantee that another client’s experience will be positive or similar to the individual providing this testimonial, and no guarantees of success are made.
Why Riverbend Wealth Management?
We believe that wealth management goes beyond just managing your investments. It’s about helping you make informed decisions that support your overall well-being and enable you to live your best life. We’re not just another financial firm – we’re your partner helping to create a life of abundance, security, and joy. We’re dedicated to being your trusted guide on your financial journey, helping you navigate the ups and downs of life and the ever-changing market conditions with unwavering commitment and care.
Fiduciary
We, along with all investment advisory representatives, are fiduciaries and, as such, we are required to put the interests of our clients ahead of our own.
Fee-Only
We are paid directly by you and do not receive commissions. We are required to provide objective advice.
Knowledge
You get honest, objective advice backed by years of collective experience every time.
Founder
Jeremy Finger
Jeremy Finger, our Founder, is a Certified Financial Planner (CFP) and has is Certified Investment Management Analyst certification (CIMA) from the Wharton School of Business. He has been featured on WMBF News and many newspapers, and is a speaker at many local civic clubs. After working with a couple of the large brokerage firms for over 20 years, Jeremy decided he wanted to launch a firm that would focus on clients first and foremost. He chose the name Riverbend as an homage to the many times he and his dad fished in South Carolina rivers, and because it evokes the peace of mind he desires for everyone he works with.
Jeremy Finger is Mentioned In:
Fresh Insights from Riverbend
Financial Milestones by Age: Are You on Track for a Secure Future? Finger Financial Five #212
Read More »
Let's Build Your Future Together
Let your financial dreams find their champion. Connect with Riverbend Wealth Management and explore how our wealth management services can redefine your financial horizon. Together, let’s unlock the door to enduring financial tranquility and success.
