Protecting What Matters Most

Empowering Advisors with Seamless IT & Cybersecurity Solutions

As a Financial Advisor, protecting sensitive client data is not only a regulatory obligation—it’s a cornerstone of trust. At RFG Advisory, we deliver comprehensive IT and cybersecurity services to help safeguard your business so you can focus on your clients.
“There’s a whole brigade of people who are willing to help us.” – Todd Doobrow
two-advisors-speaking-in-an-office
two-advisors-walking-outside-on-the-sidewalk

Why Cybersecurity & IT Matter

Your clients trust you with their financial future—it’s our job to help your technology be as secure as it is effective.

Protect Sensitive Client Data

Like account numbers and trade access

Avoid & Detect Vulnerabilities

Such as identity theft and ransomware attacks

Keep Compliant

With regulatory mandates while maintaining operational efficiency
Safeguard Your Business

Common Cybersecurity Threats Facing Financial Advisors

Financial Advisors are prime targets for sophisticated cyberattacks, including:

  • Phishing Scams
  • Social Engineering
  • Ransomware Attacks
  • Identity-Theft
  • Crypto-Locking
  • Blackmail Scenarios


RFG Advisory helps protect you from these threats with proactive solutions and real-time monitoring.

Solutions You Can Trust

How RFG Advisory Helps Protect Advisors

We combine advanced technology with industry knowledge to deliver tailored, end-to-end IT and cybersecurity solutions.
scaling-icon-arrows-pointing-right-rfg-advisory

Homogenized Office Deployment

Secure, efficient setup to get you up and running

Advanced Security Suites

Real-time monitoring and integration with cutting-edge tools

Compliance-Minded Policies

Designed to meet the financial industry’s rigorous regulatory standards

Certified IT Professionals

A Helpdesk team with over 30 years of experience

White-Glove Support

Customized, hands-on assistance to meet your unique needs

Round the Clock Support

The Benefits of Partnering with RFG Advisory

  • Proactive Approach: We continually innovate and invest in security and technology. 
  • Tailored Solutions: Our IT services are built to address the unique challenges of financial advisors. 
  • Comprehensive Support: From setup to troubleshooting, we handle it all so you can focus on your clients. 
Transitions Made Seamless

Your First Day with RFG Advisory

tech-internet-set-up-icon
Your tech and internet will be set up before you even arrive.
login-information-icon-rfg-advisory

We’ll provide login assistance on day one.

transfering-crm-data-icon-rfg-advisory

We’ll begin securely transferring client data into your CRM.

* Subject to existing contractual obligations.
icon-rfg-advisory-rfg-talent-services

Enjoy a dedicated focus on maintaining and growing client connections.

tech-training-support-icon-rfg-advisory
Tech training and support are available, 24/7.
rfg-advisory-logo-visual

Stay Hands-Free While We Stay Hands-On

Let RFG Advisory handle the complexities of IT and cybersecurity so you can focus on what you do best: serving your clients.
100% Confidential, No Strings Attached

Schedule a call