February 18th, 2022 — Birmingham, AL – RFG Advisory, a 2021 and 2022 InvestmentNews Best Place to Work for Financial Advsiors* and innovative hybrid RIA located in Birmingham, Alabama proudly announces the affiliation of Cleveland, Ohio based, Afia Wealth Management, and it’s co-founders, Brandon Clemens and John Siuda.
In 2021, RFG Advisory grew rapidly, adding 15 new advisory practices to its growing, innovative platform for independent financial advisors. Afia Wealth Management’s affiliation highlights the continued trend in 2022, as they embark on their journey to independent with RFG Advisory as their partner.
“Last year was a great success for RFG Advisory and our team of A-players,” says Bobby White, Founder and CEO of RFG Advisory, “This year we are picking up right where we left off, bringing in passionate financial advisors who want to crush everything to serve their clients and grow their practice with innovative technology and a team behind them to match.”
RFG Advisory is a service company first, technology company second, and a hybrid RIA third. The order of which has been very important to their growth over the past several years; nearly doubling in size and bringing home more than 10 industry awards**, highlighting the value their platform brings to the industry and the advisors they serve.
“We did a lot of due diligence of firms around the industry,” says Co-Founder of Afia Wealth Management, Brandon Clemens, “the technology caught our eye, but it was the culture that we fell in love with.”
John Siuda, Co-Founder of Afia Wealth Management, continues, “It was important for us to not only find the platform that was the right fit, but the partner that was as well. We didn’t want to just be another advisor joining a platform, we wanted to be partnered with a firm with their eye on the future.”
Afia Wealth Management will be opening their doors in Cleveland, Ohio on February 18th, 2022, bringing their clients comprehensive wealth management services through RFG Advisory’s turn-key platform for independent advisors.
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.
*Click this link to learn more about InvestmentNews Best Places to work for Advsiors–https://bestplacesforadvisers.com/50-employees/
**Full list of awards: https://rfgadvisory.com/awards.php