A complete list of active advisors currently associated with RFG Wealth Advisory

Warmer can help you find a great advisor at RFG Wealth Advisory or one who fits your needs even better.

RFG Wealth Advisory serves individual and high-net-worth clients with a mix of wealth management, discretionary portfolio management, stand‑alone financial planning, and portfolio consulting. The firm is organized as a small team and delivers ongoing investment advice and financial planning and retirement consulting as part of its wealth management engagements. The firm builds customized portfolios based on clients’ objectives and risk tolerances, monitors and periodically rebalances accounts, and may use sub‑advisers or model portfolios where appropriate. RFG may implement option strategies and other derivative instruments within separately managed accounts, and also offers direct indexing, securities‑backed line‑of‑credit assistance, and coordination of estate planning through a contracted online platform. Noteworthy aspects of the firm include its explicit use of options and option‑writing strategies (with detailed disclosure of associated risks) and its stated use of AI tools to record and transcribe client meetings (clients may opt out). The brochure also discloses advisors’ dual roles as licensed insurance agents and the firm’s procedures for addressing those conflicts when insurance products are recommended.

To learn more about the advisors currently working at RFG Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.