January 31, 2019
Birmingham, AL, January 30, 2019/ PR Newswire/– RFG Advisory announces that ETA Investment & Tax Advisors is now part of the RFG community. This marks the fourth wealth management practice to join the firm in as many months and RFG’s entry into Kentucky.
ETA Investment & Tax Advisors, founded by Dave Smith, is a well-respected firm based in Kentucky. With over twenty years of experience in helping meet the financial planning and investment management needs of their clients, the company has seen rapid growth in their advisory services division over the past several years.
“I’m very excited to partner with RFG,” Smith states. “RFG Advisory’s comprehensive suite of integrated technology and service offerings will enable us to deliver more value to our clients and places our practice on the cutting edge of technology in the industry. Further, it’s exciting for us to work with a group of young, energetic professionals who are focused on meeting our needs.”
“We could not be more excited to work with Dave and Jamie and their team moving forward,” Bobby White, Chairman and CEO of RFG Advisory, said. “They are precisely the type of dedicated professional that we are looking to add to our platform, and we were happy that our service offering resonated with them from the start. We look forward to working with their team as they continue to grow the business and serve clients.”
About RFG Advisory Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management. RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. Investment advice offered through RFG Advisory, a registered investment advisor.
Kristy Puckett | 205-397-2459 | firstname.lastname@example.org