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ABOUT US

Financial Advisors Myrtle Beach

Our Focus is Helping You Live the Life You Deserve

Our mission is to always put our clients’ dreams and aspirations first. As your dedicated financial advisors in Myrtle Beach, we understand that true wealth is not measured solely by the digits in your bank account, but by the quality of life you and your loved ones experience.

Financial Advisory Services at Riverbend

Jeremy Finger: In The News

Riverbend Wealth Management and Stratos Wealth Partners is not affiliated, nor in partnership, and has not been endorsed by the third parties associated with the logos herein.  Further, by including these logos, Riverbend Wealth Management and Stratos Wealth Partners is neither recommending nor endorsing these third parties.  The display of these logos is not intended to, and does not, imply a higher level of skill or expertise for Riverbend Wealth Management or Stratos Wealth Partners.

“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

Meet the Team at
Riverbend Wealth Management

Jeremy Finger

Founder, CEO, CFP, CIMA

Dan Johnson - Certified Financial Planner

Dan Johnson

CFP

Paul Saunders - Financial Advisor Riverbend Wealth Management

Paul Saunders

CRPC ®

Roxanne Mut - Operations Manager at Riverbend Wealth Management

Roxanne Mut

Operations Manager

Kayla Lyons, Marketing Manager at Riverbend Wealth Management

Kayla Lyons

Marketing Manager

Core Values of Our Financial Advisors

One key aspect that we believe sets us apart is our independence from banks and brokerage firms. We believe this enables us to provide objective advice. Our focus is offering guidance tailored to our clients unique goals and needs.

Personalization

Our financial advisors in Myrtle Beach craft investment strategies that are tailored to meet your individual goals, risk tolerance, and financial timeline.

Diversification

Our financial advisors understand the importance of diversification across different asset classes in an effort to reduce risk and with a goal of recognizing opportunities  in different market conditions.

Adaptability

Life in Myrtle Beach is ever-changing, and so are the financial markets. Our advisors remain flexible to adjust strategies in response to market shifts and changes in your personal circumstances.

Discipline

We maintain a long-term perspective to investing, avoiding reactive decisions based on short-term market movements, focusing instead on the steady pursuit of your financial objectives.

Transparency

Our financial advisors provide clear, straightforward advice and keep you informed about your investments and how they contribute to your overall financial plan.

Charitable Causes We Support

Jasmine Road

Beth Messick
Executive Director and Founder
P.O. Box 25452, Greenville, SC 29616
Main Line: 864-516-0009
J.Email [email protected]
Web: www.JasmineRoad.org

Seahaven for Youth and Project Lighthouse

Curtis Joe, Ph.D.
Executive Director
Administrative Offices 843-399-4045
[email protected]

Family Justice Center

Kimberly Parsons
Executive Director
[email protected]
[email protected]
2705 Highmarket Street
Georgetown, SC 29442
Office Number: 843-546-3926

CCS (Calvary Christian School)

4511 Dick Pond Road
Myrtle Beach, SC 29577
843-650-2829

MBHS (Myrtle Beach High School)

3302 Robert M Grisson Pkwy
Myrtle Beach, SC 29577
843-448-7149
Principal: Kristin Altman

Grand Strand Sertoma

1801 Oak Street
Myrtle Beach, SC 29577
843-222-4081 (Mike Hogan)

Bench Craft Company

PO Box 6343
Portland, OR 97228
800-824-8311
[email protected]

Marine Corp League Detachment

Grand Strand Detachment 873
PO Box 1104
Murrells Inlet, SC 29576
540-287-6686
Lee Morton
[email protected]

Strategic Financial Advisory
in Myrtle Beach

Wealth Management

Tailored services that manage all aspects of an individual’s finances based on their wealth and goals.

Retirement Planning

Strategies to save, invest, and plan for a financially secure retirement.

Investment Advice

Recommendations on how to build and manage a portfolio to meet financial objectives.

Tax Planning

Advice on reducing tax liability and enhancing tax efficiency through strategic financial decisions.

Estate Planning

Guidance on how to effectively transfer assets upon death or incapacitation, minimizing estate taxes.

Insurance Planning

Recommendations on using insurance to safeguard against significant financial losses.

Education Funding

Strategies to save for education expenses using accounts like 529 plans and Coverdell ESAs.

Debt Management

Tips on effectively managing and reducing debts such as credit cards, student loans, and mortgages.

Financial Planning

Custom advice for business owners on managing both business and personal finances for growth.

Budgeting & Cash Flow

Help with creating budgets and managing cash flow to meet financial goals.

Who We Serve

Financial Advisory for Various Walks of Life

We understand that every individual’s financial journey is unique, shaped by their personal aspirations, challenges, and life stages. Our financial advisors have experience in crafting personalized strategies that strive to help clients meet this specific financial goals but adapt to the evolving landscape of your life and the ever-changing market conditions.

Expert Financial Advisory Guidance by Riverbend Wealth Management

Business Owners

For those in the prime of their careers, our financial advisors focus on helping you build a solid foundation for long-term financial success. We guide you in making smart investment choices, helping you to understand your earning potential, and finding the right balance between enjoying life in Myrtle Beach and saving for the future.

Pre-Retirees

As you approach retirement, our focus shifts to helping facilitate a smooth transition from your working years to a life of leisure. With our guidance, our goal is to, help you generate reliable income streams, better understand how to protect your assets and be able to enjoy your golden years in the beautiful surroundings of Myrtle Beach.

Financial Advising Services for Business Owners
financial planning for retirees in myrtle beach

Retirees

For many, retiring in Myrtle Beach is the ultimate dream – a well-deserved reward after years of hard work and dedication. Our financial advisors understand the unique needs and aspirations of retirees in this coastal paradise, and we are committed to helping you make the most of your golden years.

Why Choose Us

Our Myrtle Beach team is dedicated to helping you make sound financial decisions that align with your unique circumstances and aspirations. We believe in harnessing the power of technology and reliable resources in an effort to provide you with effective risk management, financial planning, and communication solutions.

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.

Experienced

Our team, led by Certified Financial Planner and Certified Investment Management Analyst Jeremy Finger, has decades of combined experience helping clients achieve their financial goals.

Customization

Every person is unique and deserves a tailored plan that matches their specific needs and objectives.

Partnership

We utilize Fidelity as our custodian and have access to some of their resources as part of that relationship.

Let's Build Your Future Together

We believe that everyone deserves the opportunity to turn their financial dreams into reality. Whether you’re aspiring to build a prosperous future, create a lasting legacy, or enjoy a worry-free retirement in the beauty of Myrtle Beach, our dedicated financial advisors are here to champion your cause.

Schedule a No Obligation Complimentary Assessment Today

Frequently Asked Questions

Yes, and we believe it’s a big one. Fee-only advisors (like us) earn money through the fees clients pay, so the advice you receive is required to be in your best interest. Additionally, fee-based advisors make money from client fees as well as commissions and brokerage fees — which could present potential conflict of interest.

Those who have earned CERTIFIED FINANCIAL PLANNER™ professional certification (CFP® certification) have met extensive training and experience requirements, and therefore commit to the CFP Board’s ethical standards that require them to put their clients’ interests first. In addition, a CFP has advanced training in retirement, estate and tax planning. Certified Investment Management Analyst® (CIMA®) certification is the highest level of advanced investment education for client-facing advisors.

Less than 3 percent of U.S. financial planners hold both certifications.

We will work in conjunction with your CPA to help ensure you are following the most tax-efficient strategy possible.

Firstly, we will create a comprehensive financial plan and schedule regular communications to ensure nothing falls through the cracks. You will be able to see your assets and goals using the technology available — and will have access to resources like Fidelity and other institutions anytime. Furthermore, we will serve as your financial concierge, helping you live your life easier and with a goal of helping you live your life with ease and reduced worries.

First, we start by talking about whatever it is that inspired you to call. After that subject has been covered, we’ll share with you the top one to three things that we believe you should be thinking about. You are under no-obligation whatsoever to have any further communication with us.

Finally you can schedule your 15-minute phone call today!

Our ideal client has as least $1M in investable assets, and fits one or more of the following buckets:

  • I’m a Business Owner Nearing Retirement
    Your path to retirement has a lot more moving pieces than someone who’s an employee. Do you have a succession plan? Will you be selling the business or passing the reins to someone else? Have you made plans to successfully retire? And more.
  • I am Getting Ready to Transition Into Retirement
    This is when you’ll be making decisions that will tremendously affect your life in retirement. When should you begin Social Security? Do you have a cash cushion for emergencies? Will you have enough for your possible life expectancy? And more.
  • I’m Already Retired or I Relocated to the Carolinas
    Your move could result in added complexity when it comes to your retirement, since state laws vary. Is your will updated? Do you need a doctor recommendation? Do you prefer dealing with someone local — who can be there if one spouse passes? And more.

At Riverbend Wealth Management, safeguarding your portfolio and personal information forms the bedrock of our relationship. For this reason, we’ve chosen Fidelity Investments to custody client assets.

In line with this, we believe in empowering you to feel comfortable with where your assets are custodied. This assurance is one way we support your pursuit of living your best life. Consequently, our alliance with Fidelity Investments as the custodian of your investments isn’t by chance. It’s a carefully considered decision with the goal of providing you with reliable and trustworthy service.

We have a fiduciary duty to put our clients first. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.

Absolutely! Leveraging today’s technology, we’ve found effective ways to work around the need for in-person meetings. For instance, we utilize platforms like Zoom to hold face-to-face conferences. Not only does this allow us to maintain a personal connection, but it also enables us to share our screens. Thus, we can provide a seamless and interactive experience for you, our valued client.

Yes and Yes. Helping you work towards your goals means creating a plan for all your assets, not just the ones inside of your portfolio.  As a result we track your goals and your financial information with planning software that also has a portal for you to see all of your information in one place.

First, we start by understanding your values, concerns, and goals as a starting point.  If it makes sense for us to proceed, we may need income, expenses, financial, insurance, and/or tax statements.

We use RightCapital for our financial planning services and research and allocation tools from providers like Blackrock, Morningstar, JP Morgan and Goldman Sachs to name a few.

Our initial consultation is always free. We typically charge a fee based only on assets we help manage or sometimes we charge a one time planning fee. We work with you to decide what is best for your needs.  We are always upfront and clear about any fee BEFORE you bare any expense.

First and foremost, your assets are held at Fidelity Investments. Secondly, there are over 30 independent Stratos Wealth Advisors, who would be in a position to work with you in the event something happened to our team.

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