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Wealth Management Solutions for Business Owners & Retirees

Customized Retirement Solutions
Giving You Peace of Mind

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We Help Good People Make Sound Financial Decisions So They Can Live Their Best Life.

Create Peace of Mind Today
So You Can Enjoy Tomorrow

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.

Business Owner and Retiree Success Stories

Business Owners

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.

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Transition into Retirement

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.

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Relocated Retiree

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.

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These are a hypothetical, fictional examples of potential client issues. These are not real people but, the names are used to provide possible issues others may be experiencing.

Why Riverbend Wealth Management?

The Difference is in the Details

Fiduciary

Trust is essential. We are legally and ethically bound to put your interest first, above anyone else’s.

Fee Only

We’re paid by you and no one else. No commissions. No sales pitches.

Unbiased Advice

You simply get honest, objective advice every time.

Jeremy Finger

Jeremy Finger

Founder

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.

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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.

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Have More Questions?

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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