Retirement Planning with Runey & Associates

SPECIALIZING IN RETIREMENT PLANNING

At Runey & Associates, building a quality relationship with you is just as important as helping you reach your financial goals through proper retirement planning. As a client you benefit from exceptional, personalized service, unlimited accessibility to our expert team, as well as the individual attention that lets you know you are important. This, above all, is a distinction we’re proud to sustain and why many clients introduce us to their friends and family, a trust we hold in high esteem.

Free Retirement Planning Consultations with Runey & Associates Wealth Management.

NO COST
CONSULTATIONS

Fee Only Retirement Planning with Runey & Associates Wealth Management.

FEE ONLY

Fiduciary Retirement Planning with Runey & Associates Wealth Management.

FIDUCIARY

Respected Credentials

JAMES B. RUNEY III, CFA®
Retirement Planning Charleston and Mount Pleasant, SC. Founder & CEO of Runey & Associates Wealth Management.

JAMES B. RUNEY III, CFA®, MBA

Jamie, a CFA® Charterholder, founded Runey & Associates Wealth Management and also serves as its Chief Executive Officer. He holds a BS in Mechanical Engineering from the University of South Carolina as well as an MBA from the Moore School of Business.  

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LINDA ENGBLOM RUNEY, COO, MBA

Linda served as the CFO for Sivantos, managing over $250M in annual revenue before joining Runey & Associates Wealth Management as its Chief Operating Officer. She holds a BS in Finance from the University of Utah as well as an MBA from the Moore School of Business, University of South Carolina (USC).

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We understand what’s most
important to you

– EXCLUSIVE –

Our clients, aged 50 and older, are invited to join an exclusive group with exceptional, personalized service. $1M investable assets needed.

– ACCESSIBLE –

It’s a nice feeling to be able to call someone, at any time, who has an intimate knowledge of your financial situation rather than calling a 1-800 number.

– EDUCATION-BASED ADVICE –

Clients choose us because they want to understand “why” a course of action may be best for them, rather than being sold to.

– EXPERTISE –

Since we specialize in retirement planning, you can feel assured knowing we have many experiences to draw from and apply to your unique situation.

CONFIDENCE

You have a partner
on your side

We exist to become your financial partner for life. You can feel confident you are making well-informed decisions guided by our professional experience, our singular focus on retirement advice, as well as the fact that we teach retirement classes.

Retirement Planning for those 50+

More Than Just Wealth

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