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Our Mission

By investing time in understanding our clients’ life dreams and financial goals, we will provide customized strategies, straightforward advice, and attentive service, building trusting long-lasting relationships that emphasize our clients’ legacy plans.

Our Philosophy

Legacy is a powerful word, and can stir up wide-ranging emotions, thoughts and even definitions.

At Riverbend Financial Group, our Legacy philosophy starts with getting to know each client on a personal level, and understanding each clients’ life dreams and financial goals.

From there, we speak with candor and care, helping design legacies that clients’ are comfortable with, taking into account financial goals, family dynamics, and other areas of impact.

We treat the legacy gift each client wants to give his loved ones with the utmost respect and regard, and are honored to be a part of the legacy gift-giving process.

Our Values

Exceptional Service

We believe in providing customized strategic financial advice that is well-versed in the latest laws, rules and regulations, and tailored to each clients’ unique circumstances.

Honesty

We believe that conversations are best when they are honest and straightforward, combining candor with care.

Accountability

We believe in excellence and, as a team, we hold one another accountable to deliver the best advice and service.

Timeliness

We believe in timeliness and responding to each of our clients’ requests with a sense of urgency.

Independence

We believe that financial freedom should enhance our clients’ lives.

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812.284.9929
605 North Shore Drive, Suite 104
Jeffersonville, IN 47130

Securities America Form CRS

Securities offered through Securities America, Inc., Member FINRA (https://www.finra.org) and SIPC (https://www.sipc.org) Andrew Burdsall, Adam Henley, Kristina English, Amanda Janssen, Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., Andrew Burdsall, Adam Henley, Kristina English, Amanda Janssen Financial Advisors. Riverbend Financial Group, LLC, Riverbend Tax Services and Bookkeeping, Inc. and the Securities America Companies are independent entities. Tax preparation services provided by Riverbend Tax Services and Bookkeeping, Inc., as Securities America and its representatives do not provide tax services or advice. *Neither Riverbend Financial Group, LLC or Securities America offer legal advice, please consult with a professional in this area regarding your particular circumstances before acting on any financial recommendations. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.