About RFG

RFG is focused on you and the life you want to live today…and tomorrow.
Through thoughtful financial life planning and professionally managed investment
portfolios we work side-by-side with you throughout your life’s journey.

For Clients

Why Work with RFG?

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For Advisors

Why Partner with RFG?

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Founded in
2003

Headquartered in
Birmingham, AL

1,000+ Client
Relationships

17 Offices
Across the U.S.

+$1.58 Billion* Assets
Under Management

$580 Million* Assets
Under Brokerage Advisement

*As of December 30, 2019

Why Advisors Partner with RFG.

Why Clients Work with Their RFG Advisor?

Our advisors pride themselves on building trusting relationships with their clients. That starts with listening. Everyone has their story, and we believe that your financial life plan should reflect that uniqueness. We take a personalized approach to working with you. Connectedness hinges on communication. In person, via your customized portal in a video conference, our advisors spend their time working with you.

Learn More About Our Approach
Why Clients Partner with RFG.

Why Independent Advisors Partner
with RFG?

RFG Advisory believes in the power of independence. We have built a state-of-the-art platform engineered to enchance your 1-1 relationship with your advisor. We deliver cutting-edge technology and support so your advisor spends more time doing what they love...working with you!

Download Power of Independence brochure