Charlotte, North Carolina—November 12th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA, is pleased to announce its partnership with NaviPath Financial.
Co-founded by Brian Swilling and Ryan Whitley, NaviPath Financial serves medical and dental professionals in Charlotte, North Carolina. “It’s an exciting time in wealth management to focus on a highly specialized group of professionals. Our in-depth knowledge about the unique needs of the medical and dental professionals sets us apart,” states Brian Swilling. Increasingly Advisors are zeroing in on serving clients in a specific niche. This concentration allows a deeper level of engagement and the opportunity to provide services that encompass financial planning, wealth management and practice succession planning against a backdrop of knowledge of the challenges and opportunities specific to an industry. “Our mission statement is to help clients navigate their unique paths to financial independence. Partnering with RFG Advisory and their cutting-edge Platform will enable us to deliver the highly specialized and customized experience our clients deserve,” added Ryan Whitley.
We believe that the future belongs to independent Financial Advisors who recognize the need drive operational efficiency into the day-to-day management of the practice and amplify their 1-1 relationship with clients. “We have a fiduciary responsibility to make decisions that are in our clients best interest. For us, that extends to who we partner with,” says Ryan Whitley. Drawing on more than fifteen years of experience, Swilling and Whitley are excited to take this next step with RFG Advisory. “Brian and Ryan prioritize the service of their clients,” says Bobby White, Founder and CEO of RFG Advisory, “being powered by RFG Advisory Navipath Financial will be able to take their relationships to the next level and grow their firm.”
To learn more about Brian Swilling and Ryan Whitley, visit navipathfinancial.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 Lead, RFG Advisory
205.397.2459
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
