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.
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.
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).
TYLER PETERSON, CPA, MBA
Tyler Peterson is a Financial Advisor at Runey & Associates Wealth Management. He holds a Certified Public Accountant (CPA) designation, which distinguishes licensed accounting professionals committed to protecting the public interest. Tyler obtained his BBA in Accounting at Saint Bonaventure University where he also went on to receive his MBA. Tyler has also passed the CFP® (Certified Financial Planner™) exam and is working on fulfilling his three years of personal financial planning work experience in order to earn his CFP® designation.
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.
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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