Texas Firm Chooses RFG Advisory as Partner, Adding to the Growing List of Texas Advisors Moving to RFG’s Award Winning Platforms

October 14, 2020

 

Eric Blake, founder of Blake Wealth Management, has chosen RFG Advisory

Birmingham, AL // Oct. 9th, 2020 – RFG Advisory, a fast-growing and award-winning RIA, is pleased to announce the affiliation of Blake Wealth Management, adding to the growing list of advisors in Texas who have joined in the past year.

 

Eric J. Blake, founder of Blake Wealth Management, is an accomplished advisor in the Dallas Metroplex, serving the community of McKinney, Texas for over two decades. He joined RFG Advisory to grow his practice, to deliver an unparalleled client service experience, and to optimize his day-to-day efficiency so he can spend more time educating, serving, and planning for his clients.

 

“Our state-of-the-art platform is built for advisors like Eric,” says Bobby White, Founder and CEO, “He is focused, growth-driven, and hungry for the opportunity to drive efficiency into his practice, using the latest technology, so he can focus on creating long-term value for his clients.”

 

“My clients deserve the best version of me, every day.” Eric explains, “A part of that is having strong marketing resources, best-in-class technology, and passionate support so that I can bring my A-game day-in-and-day out. I am eager to start this journey with RFG Advisory as I take my practice into the future.”

 

For more information about Eric Blake and Blake Wealth Management, please visit

https://www.blakewealthmanagement.com/

About RFG Advisory

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm helps advisors to facilitate succession planning and provide loans to advisors to enable the move to full independence.

Contact

Kristy Puckett

Business Development Team Lead, RFG Advisory

recruiting@rfgadvisory.com

Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC.  Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.  RFG Advisory and Private Client Services are unaffiliated entities.