Riverbend Tax Service & Bookkeeping

Who We Are

At Riverbend Financial Group, LLC, we believe that the greatest legacies are active and alive today. We help our clients create the legacy they choose by providing financial planning and investment management advice. Our team is dedicated to understanding our clients' goals and values to offer unbiased guidance. We operate with a fiercely independent mindset, free from the obligation to sell any products or answer to other companies.

Our Services

We offer a comprehensive range of services including Investment Management, Retirement Planning, Estate Planning, Life, Disability, and Long-term Care Insurance, Tax Minimization Strategies, Cash Flow and Distribution Planning, and Debt Management. Our approach is centered around building trusting and transparent relationships with our clients. We take the time to understand their perspectives on life, finances, and legacy before developing financial strategies to meet their short- and long-term dreams and goals.

Who We Serve

Here at Riverbend, we serve individuals and families, entrepreneurs and small business owners, retirees, and corporations, executives, and professionals. Regardless of your season of life, we aim to build relationships and design strategic financial plans to help you today and far into the future.

Our Team

Our team includes experienced professionals such as Andrew E. Burdsall, President, who focuses on values-based financial planning, effective asset and cash flow management, and efficient charitable giving. He holds the Behavioral Financial Advisor designation. With a strong background in engineering and management before transitioning to the financial services industry, Andy brings a unique perspective to his clients.