Tulsa, OK Office

RPg Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charities, businesses and retirement plans. The firm serves clients on both a discretionary and non‑discretionary basis and may refer or engage third‑party managers as part of comprehensive planning engagements.

The firm generally follows a long‑term, outcome‑focused approach while using a mix of individual equities, fixed income, mutual funds, ETFs and limited partnerships; positions are typically held more than a year but may be traded short‑term for rebalancing or cash needs. RPg Family Wealth Advisory combines fundamental and technical analysis, applies internal due diligence before selecting securities or managers, and oversees managed account programs and sub‑advisory relationships for implementation and monitoring.

Noteworthy aspects of the firm include its ownership by Risk Paradigm Group Holdings and the regular use of an affiliated registered adviser (RPg) as a sub‑advisor providing policy‑driven tactical ETF strategies, arrangements the brochure discloses can create conflicts of interest and revenue‑sharing relationships. The firm also operates across multiple offices and discloses the use of short‑term margin borrowings in client accounts—features that are less common among comparable team‑based advisory firms.