Financial Planner Charleston SC | Runey & Associates Wealth Management

Financial Planner in Charleston specializing in Retirement Planning for those 50+

More Than Just Wealth

At Runey & Associates we help you paint a picture of your retirement and then make it a reality.

Feel the freedom of dreams fulfilled

People who’ve saved all their lives have one big financial planning question when it comes to retirement. How do I use the money I’ve saved without running out? To us, that’s not just a financial question, it’s a human one. One that asks us to listen deeply and provide the advice, tools and solutions that ensure you can live the life you saved for. Let our expert knowledge and educational approach to retirement planning help you retire on your terms.

James B Runey Wealth Management Mount Pleasant SC

JAMES B. RUNEY III,
CFA®, MBA

Jamie is a CFA® Charterholder, founded Runey & Associates Wealth Management, and serves as the Chief Executive Officer.

Linda Engblom Runey Financial Advisor Charleston SC

LINDA ENGBLOM
RUNEY, COO, MBA

Linda served as the CFO for Sivantos, managing over $250M in annual revenue before joining Runey & Associates.

TYLER PETERSON, CFP® Candidate, CPA, MBA

Tyler is a CPA and worked in public accounting in the audit function prior to joining Runey & Associates as a Financial Advisor.

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NO COST CONSULTATIONS

The initial consultation is an opportunity to discuss your personal financial situation. You’ll walk away with a clear sense of:

Whether we can provide solutions to the financial concerns in your life.
If you see value in what we do.
How much we charge.

FEE ONLY

A fee-only structure means that our compensation is not based on product sales or commissions. This transparency ensures our goals are mutually aligned with yours

FIDUCIARY

As a fiduciary, we have a legal and ethical duty to provide advice that is in your best interest.

Expertise.com Best Financial Advisors in Charleston SC

Expertise.com awarded Runey & Associates Wealth Management as one of the Best Financial Advisors in Charleston, Mt. Pleasant, and N. Charleston based on availability, qualifications, reputation, experience and professionalism. Award is not indicative of future performance. No payment was made for this award.

Find out how
we can help

RETIREMENT PLANNING
INVESTMENT MANAGEMENT
TAX PLANNING
SOCIAL SECURITY TIMING
RETIREMENT INCOME
INSURANCE OPTIMIZATION

SERVICES

EXCLUSIVE

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

We understand what’s most important to you.

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.

We understand what’s most important to you.

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.

We understand what’s most important to you.

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.

We understand what’s most important to you.

Case Studies

(Note: These case studies are hypothetical, do not involve a Runey & Associates
client, and should not be construed as a guarantee.)

Thinking About Retirement

Protect Your Retirement Goals.

Doug (54) and Deb (49) from Mt Pleasant.

Retirement Case Study Mount Pleasant Charleston SC

Nearing Retirement

Make Wise Retirement Decisions.

Mark (58) and Sara (57) from West Ashley.

Retired

Creating a Portfolio Paycheck.

Natalie (65) from Daniel Island.

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More Than Just Wealth