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ABOUT US

Financial Advisors Myrtle Beach

Your Trusted Financial Advisors in Myrtle Beach

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

“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

Financial Advisors at Riverbend Wealth Management

One key aspect that sets us apart is our independence. We are not owned by a big bank or brokerage firm, which allows us to sit on the same side of the table as our clients. This independence enables us to provide more objective advice, as our recommendations are not influenced by corporate directives or sales quotas. Instead, we have the freedom to focus solely on what we believe is in the best interest of our clients, offering unbiased guidance tailored to their unique needs and goals.

Jeremy Finger

Founder, CEO, CFP, CIMA

Dan Johnson - Certified Financial Planner

Dan Johnson

CFP

Paul Saunders - Financial Advisor Riverbend Wealth Management

Paul Saunders

Financial Advisor

Roxanne Mut - Operations Manager at Riverbend Wealth Management

Roxanne Mut

Operations Manager

Core Values of Our Financial Advisors

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 spreading investments across various asset classes to help mitigate risk and capitalize on 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 in Myrtle Beach specialize in crafting personalized strategies that not only help achieve your specific financial goals but also 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, maximizing 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. We help you optimize your portfolio to generate reliable income streams, protect your assets, and make the most of 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

As an independent financial advisory firm in Myrtle Beach, we are committed to serving as your fiduciary, always putting your interests first. Our 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 cutting-edge technology and industry-leading resources to provide you with the most effective risk management, financial planning, and communication solutions.

Fiduciary

As a fiduciary, we are legally and ethically bound to put your interests first, above anyone else’s, including 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

As a partner of Fidelity Investments, we have access to a wide range of resources, research, to support our clients.

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 it’s a big one. Fee-only advisors (like us) only earn money through the fees clients pay, so the advice you receive from us is always in your best interest. Additionally, fee-based advisors make money from client fees as well as commissions and brokerage fees — which presents potential conflicts 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 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 latest 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 without worry.

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 we think 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, a company renowned for its cutting-edge technology, to custody client assets. Their technological prowess not only ensures the safety of your investments but also offers you the ultimate benefit—peace of mind.

In line with this, we believe in empowering you with the knowledge that your money is safe and secure. 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 aimed at providing you with the most reliable and trustworthy service.

In essence, our collaboration with Fidelity Investments underpins our commitment to protect your wealth while helping you achieve your financial goals. We remain steadfast in our mission to offer the best services to our valued clients, and our partnership with Fidelity Investments is a testament to that pledge.

Do to being an independent fee-based advisor, we can work for you as a fiduciary and obligated to put the client’s interest 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 realize 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 industry leading 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 industry leading technology from RightCapital for our financial planning services and research and allocation tools from leading 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, one of the leading financial services firms in the U.S. with over 180 office locations as well as 24/7 customer service. 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.