Expert planning

Expert financial planning.

Exceptional client care.

Legacy to life

to life.

Build a path

a path
from dreams
to reality.

Your future

Our expertise.

Your future.

Few things are as personal as money. It provides for the present and determines the future. Managed well, it’s security and peace of mind. At Riverbend, we help you manage it well.

Putting People First

Your goals and dreams matter to us, and we’re honored to work alongside you to help you achieve them. We never take your trust for granted.

We get to know you personally…to understand how you look at life, finances and legacy. Only then do we feel comfortable developing financial strategies to help you meet your goals.

We operate with a fiercely independent mindset…we have no obligation to other companies, and we are not required to sell any products. Our focus is you.

Our Process

At Riverbend, we follow four fundamental steps.

We talk.

We take time to truly understand you, your goals and your values.

We plan.

We offer expert financial planning and investment management advice to help you make decisions with confidence.

We Adapt.

So we check in regularly to make sure your goals are the same, to help you understand how changes in the marketplace might affect you, and to adjust as needed.

You first.

We take our fiduciary role seriously, so your interests are our top priority, in everything we do.

How We Help You

Investment Management

All your tomorrows depend on the investment choices you make today.  So working together, we identify your investing goals and values.  We determine your level of risk tolerance. We offer recommendations…and we tell you why.  We continually review and monitor your investments, the economy and the market to keep you on track.  Plan.  Advise.  Review.  Repeat.

Comprehensive Financial Planning

A complete financial plan is more than investment management. It’s retirement planning so you can choose when to retire with confidence. Estate planning so you can leave the legacy you desire. Life, disability and long-term care insurance to protect you from the unexpected. Tax strategies to help minimize your tax burden. Cash flow and distribution planning. And more.