May 19th, 2021 – Cincinnati, OH – River Oak Asset Advisory, an independent investment and wealth management firm in Cincinnati, OH, is excited to announce their affiliation with RFG Advisory. Founder and CEO Steve Spaeth, CFP®, made the game-changing decision to embrace independence and launch his own firm after more than two decades with leading Wall Street institutions.
“2020 afforded all of us the opportunity to think about our futures and how we want to live our lives,” says Steve, “As a professional passionately dedicated to my clients and their families, it became abundantly clear that I could take my 1-1 service experience to another level by starting my own firm.” A Financial Advisor for 27 years making the leap to independence was not always the obvious choice. “You grow comfortable with what you know,” continued Steve, “but, the future belongs to those that are committed to embracing change and forging the path forward.”
Partnering with RFG Advisory, River Oak Asset Advisory will be in the enviable position of spending all of their time on what they love – serving clients and growing the firm. They will remain in charge of all business decisions and operations, but with the added resources, people, infrastructure and technology to help the firm in its next phase of growth.
“The team at RFG wakes up every day to bring their A-game to our Advisors, so they can in turn bring their A-game to their clients,” states Bobby White, Founder & CEO of RFG Advisory. “It’s a win-win and we couldn’t be more honored than to partner with Steve and his team.”
River Oak Asset Advisory sets itself apart through its experience, intellectual firepower and passion for serving families and helping them to build multi-generational wealth. “The future of wealth management is changing. Being entrepreneurial and aligning yourself from a culture, mission and values perspective with your clients is more important than ever,” adds RFG Advisory’s President Shannon Spotswood. “There is a reason Advisors are leaving the large Wall Street firms in favor of independence – the desire to have a service model that puts clients’ best interests first, always.”
With access to an innovative online portal, more investment options and comprehensive financial planning, clients will immediately understand what sets River Oak Asset Advisory apart. “The marketplace is clamoring for a differentiated and highly customized financial advisory experience,” stated Steve, “By focusing on generational wealth planning, investment management, business succession planning and estate planning strategies I am confident that this next chapter serving my clients and growing the firm is destined to be the most rewarding and exciting yet.”
To learn more about River Oak Asset Advisors, please visit their website: www.riveroakaa.com
More About RFG
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.
Contact
Kristy Puckett
Business Development Lead, RFG Advisory
Phone: 205.218.6962
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. River Oak Asset Advisory and RFG Advisory are unaffiliated entities.
