We believe in the unlimited potential of the independent Advisor model and have invested heavily in state-of-the-art tools for our Advisors, including cutting-edge technology, customized marketing and branding and institutional-caliber investment management.
We also offer our Advisors advanced financial planning, growth capital and succession planning and transition support. This comprehensive package of end-to-end support truly sets RFG Advisory apart from other RIAs.
RFG has also created a culture keenly focused on innovation, collaboration and vision. We’re not only providing the solutions and support our Advisors need now, but well into the future.
We believe this honor is recognition of our commitment to always putting our clients first. At RFG, we realize each of our clients is unique, with their own hopes and dreams. And we’re dedicated to building strong relationships with our clients, listening to their stories and providing the planning and investment management they need to reach their goals.
We’re also committed to simplifying financial planning and investment management and building trust with our clients through honesty, integrity and transparency. Because we don’t just want to work with you today, but we want to work side-by-side with you throughout life’s journey.
There are thousands of financial Advisory firms to choose from — it can seem overwhelming. But when you choose RFG, you can be confident you’ve selected one of the top firms in the country to help you manage your money, prepare for the future and achieve your goals.
Financial Times is one of the world’s leading news organizations, recognized internationally for authority, integrity and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.Read the Businesswire Press Release
*According to the 2019 Evolution Revolution published by the NRS.
RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.See the Video: Top 300 RIA
*2019 Evolution Revolution report is an annual joint study by the Investment Adviser Association (IAA) and National Regulatory Services (NRS), https://www.investmentadviser.org/news/newsreleases/september-12-2019.
Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Leads, Kristy Puckett and Tyler Boyce, CFP®. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at email@example.com. Or call Tyler at 214.205.7178 or email him at firstname.lastname@example.org. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.