Financial Advisor Services
Customized Guidance to Grow Your Wealth
Empowering Your Financial Future
At Riverbend Wealth Management, our experience meets your aspirations. We understand that finding the right financial advisor isn’t just about managing wealth; it’s about building a future that aligns with your dreams and values. Our dedicated team is here to guide you towards achieving financial peace of mind today and years down the road.
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“Jeremy came highly recommended to us from family members and I’m so glad I took their recommendation! I was not certain at the time that we needed a financial advisor, but after my first meeting with Jeremy, it was clear everyone could benefit from working with a financial advisor.”
– Emily Lee
“I googled a financial advisor/planner for me to use and found Riverbend Wealth Management and I couldn’t have asked for a better person to talk to than Jeremy Finger. I was allotted a 15 minute free consultation and Jeremy spent over that discussing my needs with me and gave me some great pointers to assist me to my retirement goals…”
– JoAnne Palenchar
“Jeremy was extremely helpful explaining my debts and creating a plan going forward. He greatly improved my understanding of how I spend money each month. I am confident his advice will pay off. Thanks!”
– Kristy Kethe
Tailored Financial Guidance for Life's Critical Moments
At Riverbend Wealth Management, our experience is in creating custom financial plans that address the pivotal moments of your financial journey — whether you’re transitioning into retirement, orchestrating a smooth business exit, or seeking tax strategies. Our approach carefully navigates the complexities of your financial landscape to help your wealth work effectively for you. Let us guide you through each critical decision with personalized strategies that align with your unique goals and aspirations.
Core Values of Riverbend Financial Advisory
Personalized Planning
Your journey is unique. Our approach starts with understanding your personal and financial goals, crafting a plan that addresses your needs today and your dreams for tomorrow.
Holistic Wealth Management
Beyond investments, we integrate comprehensive tax planning, estate planning, and risk management into your financial strategy, creating a well-rounded approach to wealth management.
Fiduciary Standard
We, along with all investment advisory representatives, are fiduciaries and, as such, we required to put the interests of our clients ahead of our own.
Strategic Partnerships
Navigating the financial landscape requires collaboration. We work closely with tax and legal professionals, creating a holistic strategy that is cohesive, compliant, and optimized for success.
Education and Empowerment
Knowledge is power. We believe in empowering our clients through education, providing you with the insights and understanding needed to make informed financial decisions.
Financial Advisory Services at Riverbend
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 sound retirement.
Investment Advice
Recommendations on how to build and manage a portfolio to meet financial objectives.
Tax
Planning
Advice on helping reduce 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.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Who We Serve
We offer financial advisory services tailored for those nearing or in retirement, as well as entrepreneurs seeking strategic planning. Our knowledge lies in creating financial plans that address the intricacies of retirement, business exit strategies, and tax planning to help ensure your wealth works efficiently for you.
Empowering Business Owners with Strategic Financial Insight
We empower business owners by providing professional financial advising tailored to the unique challenges and opportunities of entrepreneurship — ultimately, streamlining your cash flow, identifying tax-saving strategies, and planning for growth or succession with clear, actionable insights.
Our focus is on making your financial management as efficient and effective as your business, so you have the freedom to focus on what you do best: leading your company to success. Let us be your partner in navigating the financial aspects of business ownership, so you can pursue the financial security and prosperity you’ve worked hard for.
Professional Financial Guidance for Pre-Retirees
We are experienced in guiding pre-retirees through the critical decisions that shape a retirement — developing personalized strategies that balance investment growth with risk management, addressing that your nest egg is protected and poised for growth.
By focusing on tax-efficient withdrawal strategies and comprehensive retirement planning, we help you navigate the transition to retirement with confidence.
Professional Financial Strategies for Retirees
We are dedicated to supporting retirees by helping to enhance their retirement income while attempting to minimizing tax liabilities. We offer tailored advice on managing your retirement savings effectively, including tax-efficient withdrawal strategies, aiming to provide the financial stability that will allow you to enjoy your retirement years to the fullest.
Our team helps you adjust your financial strategies to keep pace with your changing needs, creating peace of mind that your finances are well taken care of.
Why Choose Us
Choosing Riverbend Wealth Management means partnering with a team that is committed to your financial well-being. Our advisors bring experience, empathy, and a personal touch to every relationship, ensuring you feel heard, valued, and understood. We’re not just managing your wealth — we’re helping you build a legacy.
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 Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst (CIMA®) designations, has decades of combined experience helping clients achieve their financial goals.
Customization
We believe that every client is unique, and we tailor our services to your specific needs and objectives.
Relationship
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
Your aspirations deserve a dedicated partner. Reach out to Riverbend Wealth Management and discover how our financial advisory services can help you guide your financial future. Together, our goal is to help create the financial peace of mind you are searching for.
Frequently Asked Questions
Imagine financial advisory services as your personal financial toolkit. We believe it’s what you need to build, manage, and maintain your wealth over time. This includes crafting personalized investment strategies that feel like a tailor-made suit, figuring out ways to save for that dream retirement, managing your taxes so you can keep more of what you earn, and help ensure your estate is as orderly as a well-organized bookshelf. It’s about helping safeguard your financial future and making sure every dollar has a purpose, from paying off debts to funding a grandchild’s education.
In essence, it’s like having a financial co-pilot, guiding you through the ups and downs of your financial journey with a steady hand and a clear vision.
Let’s put it this way: embarking on a journey without a map can be thrilling until you find yourself lost in the woods. Financial advisory services can be your map, compass, and GPS all rolled into one. It’s not just about making more money or saving on taxes, though those are pretty great perks. It’s about striving for peace of mind, knowing you’re not just guessing your way through your financial future. It’s having someone in your corner who gets your financial dreams and has the tools to help you understand how you can reach them.
So, are they worth it? “If you value understanding possible financial pitfalls, working with your advisor to fully understand your wealth potential and wanting to enjoy the journey, then yes, we believe it is worth it. We believe its an investment in helping you have peace of mind.
There’s no one-size-fits-all answer because it depends on what you’re getting out of the relationship.
Think of it like dining out; you might pay a premium for a gourmet meal because the experience and the quality are worth it to you. In the world of financial advisory, fees can vary widely. Some advisors charge a percentage of the assets they manage for you, others might charge a flat fee or an hourly rate. The key is to understanding the value you’re receiving matches or exceeds the cost.
Are they helping you navigate complex financial waters? Are they opening doors to possible opportunities you didn’t even know existed? If the answer is yes, then what you’re paying is an investment in your financial well-being. Always look for transparency in fees and a clear explanation of what services you’ll receive in return. After all, the goal is to grow your wealth, not just their bottom line.
