Birmingham, AL – January 13, 2019 – RFG Advisory is honored to announce that veteran Financial Advisor Irby Thompson, CFP®, AEP, has joined RFG’s growing network of Independent Financial Advisors.
14 years ago, Irby Thompson founded Wilson Price Wealth Management, a financial planning and wealth management firm in Montgomery, Alabama with the simple goal of helping people make thoughtful financial decisions. While his career has witnessed many successful chapters, he has never veered from his original goal, which is a calling to serve others. “My siblings, cousins and I were born the fourth generation of a large family-owned grocery business. I came to appreciate early on that the values of integrity and service are crucial to the success of both business and family”, states Irby.
While Irby has enjoyed a front-row seat in the growth of the wealth management industry, he is invigorated by his next move. “For six years, I ran my own company serving individuals, families and business owners as a financial advisor focused on delivering a truly exceptional experience and being always available to my clients,” continues Irby. “In 2012, that company was acquired by Warren Averett. To be a Partner there for eight years was an immensely fulfilling experience for me and my clients.” However, mandatory partnership retirement at Warren Averett allowed Irby to thoughtfully evaluate his next move. “At this point, I could have retired and filled my days solely enjoying time with my wife, 5 children and 15 grandchildren. But I’ve worked since two days after finishing college, and it’s just not in my DNA to retire,” says Irby. With RFG Advisory, Irby will return to his entrepreneurial roots setting up a second RFG office in Montgomery and stepping once again onto the exciting path of building his own financial planning and wealth management practice.
“Irby represents the best of what wealth management is all about,” states Bobby White, Founder & CEO of RFG Advisory. “He has a true servant heart and brings a tremendous amount of integrity and experience to his clients.” With an exceptional reputation and successful track record, Irby had many partnership options and ultimately chose RFG Advisory. “We are truly honored to partner with Irby,” continues Bobby, “He recognized that leveraging innovative technology to deliver a truly differentiated experience to his clients and being fully independent were essential to his growth.”
“Taking my next step with a partner who is focused on the future state of the wealth management industry is exactly where I want to be,” says Irby, “I truly believe the best is yet to come for me and for my clients.”
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 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 buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence. Investment advice offered through RFG Advisory, a Registered Investment Advisor.
Contact: Kristy Puckett | 205-397-2459 | kpuckett@rfgadvisory.com
