Willow Private Wealth Joins Fast-Growing RFG Advisory in Birmingham

May 24, 2021

RFG Advisory, a leading innovator in the wealth management industry, announces the affiliation of local wealth management team, Casey Marshall and Wesley Miller of Willow Private Wealth.

 

“The way we serve clients is changing,” says RFG Advisory Founder and CEO, Bobby White, “We have to be adaptable, nimble, and forward thinking. This means investing in innovative technology, embracing new approaches, and looking to where the industry is going, not where it used to be. Casey and Wes are forward thinking advisors who are excited to unleash their growth potential with RFG Advisory.”

 

“Our affiliation with RFG Advisory is the start of the chapter of growth for Willow Private Wealth,” says Casey Marshall, Co-Founder and Wealth Advisor at Willow Private Wealth, “RFG Advisory’s innovative platform for advisors will be instrumental in taking the next step for our firm and our clients.”

 

Wesley Miller, Co-Founder and Wealth Advisor at Willow Private Wealth adds, “This move allows us the independence to put our clients first and the infrastructure, support, and guidance to take our client experience to a whole new level. We are proud to be a part of the future of the wealth management industry.”

 

Willow Private Wealth is a full-service wealth management practice focused adaptable, strong, comprehensive financial planning. As a part of RFG Advisory, the team will have access to innovative technology, institutional-caliber investment management, a team of A-player support staff, and the tools they need to help their clients strengthen their roots, foster growth, and prepare for the future.

 

To learn more about Willow Private Wealth, please visit their new website: https://www.willowprivatewealth.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

kpuckett@rfgadvisory.com

Phone: 205.218.6962

 

Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor.