Riveredge Financial Services, Inc.
Together we plan for every bend, every curve
Who We Are
At Riveredge Financial Services, Inc., we provide full-service financial planning and investment management. Whether you’re looking to make the most of today or plan for the future, we will work with you on a one-on-one basis to develop a custom roadmap designed around your specific goals and objectives.
As an independent firm, we have the freedom to choose how we run our business. We have chosen Cambridge Investment Research, Inc. as our broker-dealer because they give us more flexibility in the way we work with our clients. With Cambridge, we never have to worry about corporate interests or sales quotas, and can focus solely on what’s best for you.
About Misty Pittman, CFP®, ChFC®
Owner/Financial Advisor
Misty has assisted clients in the pursuit of their financial goals since 2001. A Certified Financial Planner™ professional and Chartered Financial Consultant®, she is committed to always work in the client’s best interest. Misty lives in Atlanta with her husband and two daughters. In her free time, she enjoys traveling and reading.
Long-term Focus
We believe patience and persistence form an unbeatable combination for your financial success
Insight
We have completed rigorous training and experience requirements to provide the highest standard of service
Flexibility
We have the freedom to offer a wide variety of products and services to meet your needs
Personable
We prefer to be in front of clients, not our computers, and have a genuine interest in your lives
What We Do
Similar to life, a river’s course is rarely straight. Its route snakes with various bends. Our approach to your finances is tailored to the route you have taken so far, and where you would like to go in the future.
Investment Management
Our mission is to bring Wall Street to you by making the financial world accessible. To assist in building custom, tax-efficient portfolios tailored to your individual needs, we first uncover your investment preferences, risk tolerance, and investing time horizon. Your custom portfolio may consist of stocks, bonds, and/or mutual funds to work toward your desired investing goals. We also believe in investing in what we know and touch in our daily lives, rather than chasing the “hot” fund of the moment.
Personal Financial Planning
We determine your needs together and provide solutions in retirement planning, education funding, estate and inheritance planning, insurance planning, long-term care, and more. We also work closely with our family-owned CPA firm, The Pittman Group, which has a full lineup of accounting and tax services. This relationship allows us to deliver a coordinated and consistent approach to the many aspects of your financial life.
Small Business Services
Looking to attract, reward, and retain high-quality employees? We will work with you on a number of retirement plans for your business, including SIMPLE and SEP IRA, 401(k), and profit-sharing plans. Whether you are choosing a retirement plan for the first time or considering changing your plan to one that better suits your needs, we assist in selecting a plan that’s right for your goals and budget. We also service your plan on an ongoing basis by providing employee enrollment, periodic plan performance reviews, and investment advice.
Connect with Riveredge
What are you waiting for? We would love to hear from you and start working to realize your financial goals!