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Bobby White

Because
You Never
Settle.

There are thousands of financial advisors out there today — many of whom are talented and good at what they do. But very few of them can provide highly specialized wealth services to the most discerning clients. Very few of them can offer truly creative approaches for growing multi-generational wealth or understand the intricacies of managing the risk involved. Bobby White can. He’s been an advisor for over 20 years. But he’s also an entrepreneur, having started RFG Advisory in 2003 and grown it into one of the top professionally-managed RIAs in the country.

Outside of RFG, Bobby is passionate about his community and enjoys traveling with his family, hunting big game, fishing, wing shooting and golf. Bobby has been training in a civilian warrior program for years and it’s his “Crush Everything” mentality that guides RFG Advisors as they look to not just survive, but to thrive.

Bobby White

Solutions

Comprehensive Portfolio Management

Comprehensive Portfolio Management

Business Succession Planning

Business Succession Planning

Complex Estate Planning

Complex Estate
Planning

Multi-Generational Wealth Management

Multi-Generational Wealth Management

Retirement Plan Services

Retirement Plan Services

Risk Management

Risk Management

A Servant’s Heart and Warrior Mindset

Alongside his team, Bobby serves a select group of individuals and families that can genuinely benefit from his unique skill set. But for Bobby, it’s not just about creating a truly exceptional one-on-one experience for his clients, it’s about showing up every day with a Servant Heart and a Warrior Mindset. This foundational principle allows Bobby to help his clients go beyond the stewardship of their money to creating a game plan that optimally aligns his client’s values and vision for their lives.

Bobby's Team
Bobby White

Bobby White

Founder & CEO

E: bwhite@rfgadvisory.com
P: (205) 397-2450

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Working with Bobby and his team.

You are not the typical wealth management client.
And Bobby’s not a typical advisor.

With this in mind, you can rest assured working with Bobby and his team will be a unique, meaningful and rewarding experience. They understand your time is valuable, so they minimize their demands on your time by maximizing efficiency. They understand you expect the highest level of service and responsiveness, and that’s exactly what they deliver. Without exception.

Even more important, you expect to be listened to and understood. You have a vision for your future, goals you want to achieve and a legacy you want to leave. When you work with Bobby and his team, you’ll get more than expertise and advice. You’ll get a dedicated team that understands and shares your vision. You’ll also get the peace of mind of knowing you have a comprehensive plan in place to achieve everything you want and more.

Bobby White

Bobby White

Founder & CEO

E: bwhite@rfgadvisory.com
P: (205) 397-2450

Read Bio
Counce Drinkard

Counce Drinkard

Financial Advisor

E: cdrinkard@rfgadvisory.com
P: (205) 397-2474

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Rick Wedell

Rick Wedell

Chief Investment Officer

E: rwedell@rfgadvisory.com
P: (205) 397-2450

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Sue Ann Smith

Sue Ann Smith

Practice Manager

E: ssmith@rfgadvisory.com
P: (205) 397-2481

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Jeanette Buzbee

Jeanette Buzbee

Executive Assistant to CEO

E: jbuzbee@rfgadvisory.com
P: (205) 435-3069

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Bluemonte

An Investment Platform Like No Other

Your portfolio is tailor-made in Bluemonte, RFG’s robust investment platform. We have tremendous flexibility through relationships with multiple major custodians to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in-line with your financial goals.

An award-winning RIA

Bobby likes to say he is an entrepreneur who happens to be a Financial Advisor. Founding RFG Advisory in 2003, Bobby has built a firm with assets under advisement of $3 billion* that is recognized as an award-winning innovator in the wealth management industry. Passionately committed to creating a culture that puts clients’ interests first, Bobby’s team of A-players wakes up every day with a call to serve.

* As of June 30, 2021.

  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch