Birmingham, AL — January 15, 2020 — Stones River Wealth Management, founded by Ethan Campbell, is delighted to announce its partnership with RFG Advisory.
Located in Woodbury, Tennessee, Stones River Wealth Management is a full-service financial planning and wealth management firm. Community and people-driven, the Stones River focuses on putting clients first and building lasting relationships that often span multiple generations. Ethan, a Woodbury native and 8th generation Tennessean, believes strongly in establishing his thriving advisory practice in his hometown. “When people and businesses in the community are financially healthy and confident, communities grow stronger.” Ethan states.
Key to Ethan’s decision to partner with RFG was the ability to leverage RFG’s resources so that clients of Stones River will enjoy a truly distinguished client experience.
“By taking a holistic approach to financial planning and delivering institutional-caliber wealth management to individuals, families and business owners we can add substantive value to our client’s life journey as they pursue their goals,” adds Ethan. Stones River specializes in values-based investing, intergenerational estate planning and conservation, tax management and mitigation strategies, retirement planning, trust management and executive compensation.
“Ethan shares RFG’s mission-driven mindset and is supporting his community with experienced, relationship-driven and honorable service,” states Bobby White, CEO & Founder of RFG Advisory. “The truth is, in any business, nothing’s more important than your good name and Ethan embraces that truth whole-heartedly.”
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 buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
About Private Client Services
PCS was founded in 2001, has more than 140 branches across the U.S. and serves hybrid Registered Investment Advisors and dually registered IARs with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206. Securities offered through Private Client Services, member FINRA/SIPC. Investment advice offered through RFG Advisory, a Registered Investment Advisor. RFG Advisory, Stones River Wealth Managment and Private Client Services are all unaffiliated entities.
Contact: Kristy Puckett | 205-397-2459 | firstname.lastname@example.org | www.rfgadvisory.com | www.myrfgadvisor.com |