There are thousands of financial management firms out there — and that doesn’t include all the financial advice you can find online. Why would you choose to work with us? That’s simple.
We’re skilled planners
Did we mention we’re outdoor enthusiasts? Thing is, regardless of the activity, when you head outdoors you need a plan. A plan that includes directions and objectives. That covers what gear is needed, how you’ll protect yourself and what you’ll do if things don’t go exactly as planned. Because you can’t get anywhere — or accomplish anything — without a plan.
The same is true when it comes to your finances. You must plan and prepare for whatever happens. And while we’re good at planning outdoor trips, we’re even better at planning for your future.
We make it easy
There’s a lot of jargon and lingo that can often intimidate clients. But not with us. We go the extra mile to make sure you understand what every word means and what’s going on. Because, after all, it’s your money. And you should know exactly where it is and what it’s doing.
We’re your partner
You probably wouldn’t climb a mountain alone, or tackle a challenging trail by yourself. You’d want someone with experience with you to guide, support, encourage and even protect you. And that’s exactly what we do — every step of the way. From the day you start your journey until you reach your destination, you can rest assured we’ll be right there beside you making sure you arrive as planned.
Being independent allows me to truly serve the needs of my clients. Even though I’m independent, I’m far from alone. My affiliation with RFG Advisory gives me access to all the tools, support and resources I’d have at a big firm, without sacrificing any freedom whatsoever. It’s the perfect combination for my practice and works best for my clients.
Through my affiliation with RFG Advisory, my clients have direct access to the expertise of RFG’s Chief Investment Officer Rick Wedell. Rick is a graduate of Harvard University and received his MBA as well as the Ford Scholar Award from Stanford University. He also spent many years managing funds for Bain Capital. As our CIO, Rick oversees and navigates Steadfast, RFG’s investment platform. As such, Rick happily makes himself available to who have questions about the company’s investment strategy.