A complete list of active advisors currently associated with RGC Wealth Planning Group

Warmer can help you find a great advisor at RGC Wealth Planning Group or one who fits your needs even better.

RGC Wealth Planning Group provides comprehensive financial planning and consulting to individuals, families, professionals, business owners, and high-net-worth clients. Services described in the brochure include comprehensive plans, ongoing retainer engagements, hourly consulting, employer benefits optimization, portfolio review, and general investment consulting; the firm does not sell securities for commission or act as custodian of client assets. The firm’s advice is planning-centered and tailored to each client’s goals, time horizon, and risk tolerance, using retirement projections, cash-flow and debt analysis, tax-aware planning, insurance and employer benefits review, and fundamental investment analysis. RGC does not accept discretionary trading authority, so clients are responsible for implementing recommendations and receive account statements directly from their chosen custodians. RGC operates as a business division of a publishing company that produces financial education under the Smart Money Whispers brand and may offer seminars, workshops, and published educational content in addition to advisory services. Distinctive features compared with many peers include the firm’s explicit lack of portfolio management and asset-based (percentage-of-AUM) fee arrangements, and a sole adviser whose background includes a Ph.D. in systems engineering and recent technology and cybersecurity roles at large firms, which the brochure links to the firm’s emphasis on education and consultative planning.

To learn more about the advisors currently working at RGC Wealth Planning Group, 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.

Name	Location	Years of experience
Gregory Gooden	Ashburn, VA	0

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