Rfg Advisory, LLC

RFG Advisory, LLC is an investment advisory firm offering a wide range of services including discretionary portfolio management, financial planning, consulting, retirement plan consulting, and education services. RFG Advisory operates through independent financial advisors as well as direct employees across the country. The firm provides access to various proprietary model portfolios, third-party money managers, direct indexing, alternative investments, and specialized platforms for managing employer-sponsored retirement accounts and annuities. RFG Advisory utilizes qualified custodians such as Schwab Advisor Services and Fidelity Investments to hold client assets. The firm's investment strategy focuses on risk management and tailored asset allocation based on each client's individual financial goals, timeline, and risk tolerance.