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If you’re looking for a local financial partner for your retirement journey and would like to see if we’re a good fit, let’s schedule a 15-minute phone appointment.
Retirement is a time to enjoy your life — play golf or tennis, go fishing or boating, and visit with family and your adorable grandchildren. Having confidence that you’re in a financial position to relax today and beyond is another thing.
At Riverbend Wealth Management, we want nothing more than for you to achieve your most meaningful life every day. To help make that happen, we offer retirement solutions customized to your individual goals.
John is focused on running his business. He wants someone to make sure he has the proper plan in place for his company, his employees, and his family.
Steve and Mary are on the verge of making the biggest decision of their financial lives — they’re about to retire. They’d like someone to help them holistically, so they can make the right choices and live their best life.
Tom and Sarah moved to the area to enjoy their retirement. They started to see that working with someone local can help them ensure they’re making the right choices for their later years.
Trust is essential. We are legally and ethically bound to put your interest first, above anyone else’s.
We’re paid by you and no one else. No commissions. No sales pitches.
You simply get honest, objective advice every time.
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.
Featured in
Complimentary Resource Guide
Reveals the 3 things you need to know if you want to retire and stay retired.
Providing you with the knowledge that your money is safe is one of the many ways we support your ability to live your best life. It’s why we have chosen to partner with Fidelity as the custodian of your investments.
If you’re looking for a local financial partner for your retirement journey and would like to see if we’re a good fit, let’s schedule a 15-minute phone appointment.
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