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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.

Financial Advisory Services at Riverbend

Schedule a No Obligation Complimentary Assessment Today

“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 optimal 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.

Financial Advisors at Riverbend Wealth Management

Jeremy Finger

Founder

Dan Johnson - Certified Financial Planner

Dan Johnson

Financial Advisor

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 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

As fiduciaries, your best interest is our top priority. We offer transparent advice, focusing solely on what’s best for you and your financial future.

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 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

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 optimization to help ensure your wealth works efficiently for you.

Financial Advisory Services for Business Owners

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 specialize in guiding pre-retirees through the critical decisions that shape a comfortable retirement —  developing personalized strategies that balance investment growth with risk management, ensuring 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. 

Financial Advisor for Pre-retirees
Financial Advisor for Retirees

Professional Financial Strategies for Retirees

We are dedicated to supporting retirees by helping to enhance their retirement income while 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

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

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

We believe that every client is unique, and we tailor our services to your 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

Your aspirations deserve a dedicated partner. Reach out to Riverbend Wealth Management and discover how our financial advisory services can transform your financial future. Together, we can achieve the financial peace of mind you’ve been searching for.

Schedule a No Obligation Complimentary Assessment Today

Frequently Asked Questions

Imagine financial advisory services as your personal financial toolkit. It’s everything 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 the best ways to save for that dream retirement, optimizing your taxes so you can keep more of what you earn, and ensuring your estate is as orderly as a well-organized bookshelf. It’s about safeguarding 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 are 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 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 reach them.

So, are they worth it? If you value steering clear of financial pitfalls, maximizing your wealth’s potential, and actually enjoying the journey without sweating the small stuff, then yes, they’re absolutely worth it. It’s an investment in your peace of mind, your future, and frankly, your legacy.

The truth is, there’s no one-size-fits-all answer because it really 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 ensure the value you’re receiving matches or exceeds the cost.

Are they helping you navigate complex financial waters with ease? Are they opening doors to 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.