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Jeremy Finger, CFP®, CIMA®, CRPC®

Wealth Management Solutions for Business Owners & Retirees

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Riverbend Wealth Management Jeremy Finger, CFP®, CIMA®, CRPC®
Myrtle Beach, SC

Serving Clients Nationwide

Wealth Management Solutions for Business Owners & Retirees

(843) 970-1049

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Jeremy Finger, CFP®, CIMA®, CRPC®. I grew up in small town of Nichols, SC, about an hour from Myrtle Beach. I spent many days riding bikes or fishing with my dad in the rivers and ponds in the area (hence the name Riverbend).

My dad would watch the stock market when he came home from work. I was curious and started asking questions. This inspired me to make my first investment before I was 12 years old.

I went the College of Charleston, where I focused my studies in biology, chemistry, and business. After graduating in 1996, I was fortunate to be hired as a financial advisor.

I married way above myself, when Iren said “I do” in 2001. In 2004, we were blessed with Elliott, our only child, who’s an avid tennis player and hopes to play college tennis like his mom.

I was the assistant coach of the Myrtle Beach High School tennis team, when in 2019, after the passing of our legendary head coach Rivers Lynch, I became interim head coach. The Myrtle Beach Seahawks rallied in the playoffs and won the state championship. It was such as honor to see these young men play so inspired, for a man who was known simply by the name, Coach.

Our family enjoys traveling. We travel to Iren’s home country of Bulgaria once a year. Elliott is fluent in Bulgarian. Me? Not so much.

Fun Facts About Me:
📈 Bought first stock, IBM at 12
Lesson - Saving even $2 a week makes a difference, especially when you start early.

🍦Love mint chocolate chip ice cream and key lime pie.
Lesson - Guilty pleasure is good, but only in moderation.

⛳ Play golf and tennis at the Dunes Golf and Beach Club.
Lesson - Beauty is all around us, even out our backdoor; you just have to choose to see it.

🎾 Interum head coach for the Myrle Beach HS Tennis team.
Lesson - Sometimes great heartache can lead to great victory.

🐟 Grew up fishing with my dad on ponds and rivers.
Lesson - Spending time with loved ones is priceless. My dad and I called it fishing.

🏊 Completed Half-Ironman and Escape from Alcatraz triathlons.
Lesson - Nothing worthwhile can be achieved without some pain.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst (CIMA)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • CFP Board
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

1341 44th Avenue North, Suite 102, Myrtle Beach, SC, 29577

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Riverbend Wealth Management is a company that helps people make good financial decisions. As an independent fee based advisor, we can work for you as a fiduciary and obligated to put clients interest first. Since we don’t have old legacy systems and bureaucracy, we are able to utilize industry leading technology in risk management, financial planning, and communication. In addition, we have the resources from one of the largest and most respected financial institution in the world today, like from Morningstar, JP Morgan, Goldman Sachs, just to name a few.

We can work with your bank, your CPA, your attorney, or anyone else that may benefit you, to help you reach your goals.

We have freedom and flexibility in choosing products and services that benefit you. We make decisions based on where you are now, and to guide you to where you want to go. Our goal is always to help you to live your best life possible.

✔️Independent
✔️Fee-based
✔️Fiduciary

Riverbend Wealth Managements offers the following services:

✅ Financial Planning|Stay On Track: How can we help you achieve what you really want? We help organize your finances, cash flow, and debt — using some of the most detailed financial tools available today. Your customized plan will be optimized to reduce risk and increase returns, to meet your needs today and tomorrow.

✅ Education Planning|Make Someone’s Dream Come True: Want to ensure your children or grandchildren have access to the educational opportunities they desire? We can help by completing an education needs analysis, and discussing options such as education savings vehicles, gift/income tax strategies, and education financing.

✅ Insurance Planning|Be Sure You’re Appropriately Covered: Do you have the insurance coverage you need? Our services can include an evaluation of risk exposures, health insurance and healthcare, disability insurance, long-term care insurance, annuity internal investment allocation optimization, life insurance analysis, and insurance needs.

✅ Investment Planning|Ensure Your Money Is Working Hard For You: We can help you with everything that falls under the “investment” umbrella, including planning for investment taxes, incorporating investment risk, assessing investment returns, determining asset allocation, portfolio development and diversification, bond and stock selection, and alternative investment assessment. We’ll work to optimize your investment returns within your risk tolerance, oversee tax-efficient rebalancing, and provide strategic investment management for retiree income optimization.

✅ Tax Planning|Keep More For Yourself: Make sure Uncle Sam gets his due, but no more. We can educate you on factoring income taxes, taxation of business entities, taxation for trust and estates, alternative minimum tax (AMT), and tax reduction techniques such as withdrawal strategies and charitable/philanthropic contributions.

✅ Retirement Planning|Live Life on Your Terms: When the times comes for you to retire, you want to make sure you’re able to live the life you’ve always dreamed about. We provide services that include retirement needs analysis, Social Security optimization strategies, tax-advantaged retirement plans, plan selection for businesses, distribution rules and taxation, retirement income distribution, and business succession planning.

✅ Estate Planning|Control Your Legacy: Ensure you have made smart decisions to manage and dispose of your estate once you are no longer alive. We can help by explaining the consequences of property titling, strategies to transfer property estate planning documents, gift and estate tax sources of estate liquidity, taxation of trust, marital deductions, intra-family and business transfer techniques, and estate planning techniques.

✅ Other Planning|Because You Can Never Plan Enough: We can assist with you with a wide variety of issues that will affect your ability to retire in the manner you envision. This includes buying vs. leasing cars, 401(k) investment allocation optimization, renting vs. buying a home, and credit card and student loan debt reduction strategies.

Education

College of Charleston, Bachelor's Degree

Hobbies and Interests

  • Exercising
  • Family
  • Golf
  • Tennis

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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