We Help You Find the Joy Hidden in Retirement Spending!

You may have enough money to enjoy spending in retirement, but if you are having trouble finding that freedom, we can help! 

Runey & Associates Wealth Management is a local financial planning and investment management business based in the Mount Pleasant, SC / Charleston, South Carolina area. We help you find the joy hidden in retirement spending.

We treat you like the unique human being you are, not a number. 

Our customized wealth management and financial planning solutions can give you the freedom to spend on the things that make you happy in retirement, while still giving you the confidence that you will not run out of money. 

We are selective with our clients so that we can deliver the service you deserve. How nice does it feel to be able to:

  • Pick up the phone

  • Call this office

  • And speak to someone who personally knows your unique financial situation

Our investment philosophy is set with you in mind. 

We take a passive approach to investing, which means we do not believe that anyone can consistently predict the direction of the stock market, the economy, interest rates, elections, etc.

We do not pick individual stocks or bonds, and we do not trade stock, bonds or any type of security in an attempt to beat the market. Tips, hunches and predictions do not fit our strategy.

A passive strategy allows us to build high-quality portfolios that are well-suited to fund your goals. Since your financial success is more than just your investment success, our approach is goal-focused and planning driving, rather than performance driven.

We are a fiduciary so you pay for advice designed to help you reach your financial goals.

We are a fee-only firm, which means we are not compensated for trading or product sales. We offer conflict free advice.

Team Bios

James B. Runey III, CFA

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James (Jamie) B. Runey III is the Founder and CEO of Runey & Associates Wealth Management. He holds a Chartered Financial Analyst (CFA®) designation, a globally recognized and respected appointment in the investment industry. Earning the charter requires demonstrating a minimum of four years of professional investment experience, committing to uphold a comprehensive code of ethics, and passing three levels of rigorous exams that test an advanced curriculum of investment management and analysis skills. He heads the investment management and financial planning sides of the firm.

Before founding Runey & Associates, Jamie worked as an investment banker and then ran a private equity firm in China and Singapore. He holds a BS in Mechanical Engineering from the University of South Carolina (USC) and an MBA from the Moore School of Business (USC).

Jamie is a native of Charleston, SC, and is married to Linda Runey. They live in Mount Pleasant with their daughter, Gabriella, and son, James. During his free time, Jamie enjoys golfing and spending time with his family and friends.

Learn more about Jamie here.

Linda Engblom Runey

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Linda is the Chief Operating Officer at Runey & Associates Wealth Management. Before joining Runey & Associates Linda was the CFO of Sivantos (formerly Siemens Hearing Instruments), an organization with 550 employees generating $250M in annual revenues.

She also held CFO positions for the same global organization in China, Singapore, and Indonesia and served on the Board of Directors of several corporations. She holds a BS in Finance from the University of Utah and an MBA from the Moore School of Business, University of South Carolina (USC). 

Linda is originally from Sweden and is married to Jamie Runey. They live in Mount Pleasant with their daughter, Gabriella, and son, James. During her free time, Linda enjoys the outdoors and spending time with her family and friends.

James Palmer

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James is an Associate Financial Advisor at Runey & Associates Wealth Management (RAA). He is planning on taking the CFP® (Certified Financial Planner) exam in November and he earned his undergraduate degree in Personal Financial Planning from Texas Tech University. At Texas Tech University James also served as a financial coach with Red to Black, an on-campus organization dedicated to providing financial education and coaching for students.

As an Associate Financial Advisor James is in regular contact with clients, participates in client meetings, conducts certain client communications and contributes to the financial planning and investment management processes within the firm. James is also committed to the continuous improvement of RAA, and our client experience, by contributing his expertise to improving our internal processes.

James is married to Kimberly Palmer. They live in Mount Pleasant with their son, Tyler. During his free time, James enjoys spending time with his family, hunting, and fishing.