RFG Advisory Announces Affiliation Birmingham-Based Firm, Lemzar Capital
February 16th, 2021—Birmingham, AL—RFG Advisory, an award-winning platform for Independent Financial Advisors and a 2020 Financial Times Top 300 RIA, announces a new partnership affiliation with Lemzar Capital.
Lemzar Capital, co-founded by long-term partners Ken Azar and Matt Lemen, is a wealth management advisory practice based in Birmingham. The team focuses on creating innovative strategies for financial success, leaning on their over 40 years combined experience and deep relationships to bring clients a unique service experience.
“Bringing your practice into the future is all about being innovative and nimble,” says RFG Advisory Founder and CEO Bobby White, “this move to independence for Lemzar Capital shows the importance of seeking out innovative technology and investing in your business to bring a deeper level of engagement to clients.”
“We are excited about delivering a comprehensive suite of services to our clients and as a result strengthening our 1-1 relationships,” says Lemzar Capital Co-Founder, Ken Azar, “Our partnership with RFG Advisory will be integral in creating a meaningful, modern client experience for all of our clients.”
Matt Lemen, the Co-Founder, adds “RFG Advisory is an innovator. Having a partner that is 100% aligned with us to serve our clients today and in the future is key.”, Lemen continues “We believe strongly in rigorous financial planning and want our clients to feel empowered by having insight into how we can plan for their future together.”
“I’ve been serving clients for more than 30 years and I’ve never felt more energized by the future than I do today. It is never too late to plan the next most exciting chapter of your life,” concludes Azar.
To learn more about Lemzar please visit www.lemzarcapital.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.
Business Development Lead, RFG Advisory firstname.lastname@example.org
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. Private Client Services, Lemzar Capital, and RFG Advisory are unaffiliated entities.