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Join RFG Advisory

Partner with RFG Advisory.

When you partner with RFG, our award-winning platform built for independent Advisors will give you the freedom to do what you do best: serve your clients the way you’ve always wanted to.

Meet the RFG executive team.

We proudly lead RFG as a service company first, a technology company second and an RIA third. Along with our award-winning practice management platform, it is RFG’s culture of a servant heart and warrior mindset that is helping Advisors deliver an unforgettable client experience, build enterprise value and maximize their independence.

Are you ready to crush it?

INDEPENDENCE IS THE NAME OF THE GAME — AND RFG IS ABSOLUTELY WHERE YOU NEED TO BE.

Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Specialist, Kristy Puckett or Terry Bobo. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at kpuckett@rfgadvisory.com. You can also call Terry at 205.881.5991 or email him at tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.

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