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Brianne H

Montgomery, AL

The Wealth Consulting Group

Brianne Smith is a financial advisor with The Wealth Consulting Group and holds the PFS™ designation. She has six years of industry experience and previously operated her own advisory firm, RFG Advisory, LLC dba Brianne Financial. In addition to her advisory work, she is the owner and CEO of a CPA firm and serves as an assistant professor in the accounting program at Auburn University at Montgomery. She also manages a personal development business focused on podcasts, affiliate marketing, and coaching. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using various strategies and offers both direct management and access to third-party programs, along with fiduciary services and integration with legal-service pathways.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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