Experienced Financial Advisors Serving Memphis Families and Entrepreneurs
At RBG Wealth Advisors, we take a collaborative, holistic, and client-first approach to wealth management, tax and estate planning, blending the personal attention of a boutique advisory firm with the expanded tax planning capabilities associated with an established accounting partner.
As independent financial advisors, our objective is to develop long-term strategies tailored to fit each client’s individual financial and retirement planning needs. While crafting and implementing wealth management strategies that best align with your goals, we strive to deliver a high level of attentiveness, communication, and collaboration.
Experienced Financial Advisors Serving Memphis Families and Entrepreneurs
At RBG Wealth Advisors, we take a collaborative, holistic, and client-first approach to wealth management, tax and estate planning, blending the personal attention of a boutique advisory firm with the expanded tax planning capabilities associated with an established accounting partner.
As independent financial advisors, our objective is to develop long-term strategies tailored to fit each client’s individual financial and retirement planning needs. While crafting and implementing wealth management strategies that best align with your goals, we strive to deliver a high level of attentiveness, communication, and collaboration.
About Us
Independent, Client-First Wealth Management
People often come to us asking:
As your financial partner...
We have the experience and knowledge to provide integrated planning and disciplined, objective advice to help you manage your wealth. This may also include facilitating its transition to future generations in accordance with your wishes.
RBGWA is a locally owned, independent, fee-only Registered Investment Advisory (RIA) firm. We offer fee-only advisory services, working with you in a fiduciary capacity and delivering our recommendations in an objective manner. Our independent, client-first approach allows us to design your personalized strategy without the influence of proprietary, commission-based investment products, out-of-market firm ownership, or corporate agendas.
Experienced in wealth management and tax planning
Our firm’s principals, Greg Davis, CPA, CFP®, and Tim Ellis, CPA/PFS, CFP®, have years of experience in the wealth management and tax planning fields. Each of them is also a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional.
Our affiliation with the accounting firm Reynolds, Bone & Griesbeck, PLC adds another dimension to our capabilities, allowing us to offer integrated advisory and accounting services.
The right fit for today’s complex financial environment
How could RBGWA be the right fit for your financial planning needs? We answer the need many clients have for integrated wealth management, tax, and estate planning. By consolidating these elements of your financial landscape, we consider areas like taxes, charitable giving, estate planning, and insurance. Think of our team of financial advisors as a trusted and collaborative “chief financial officer” for you and your family.
Who We Serve
Our Clients
While many of our clients are based in Memphis and the Mid-South, we also serve families who have relocated or spend time in different regions of the United States seasonally. Clients often come to us when they want more intentional planning, clearer direction, or a trusted advisor who can support their family over time.
We work with:
Services Overview
Comprehensive Wealth Management and Tax Planning Services
Our experienced financial advisors use best-in-class tools to develop strategies tailored to high-income professionals, business owners, and multi-generational families. We focus on long-term growth and risk management, aligning investments with your personal goals, timelines, and priorities.
Insights
The Latest from RBGWA
In financial planning, change is constant. Shifts in market conditions, policies, and in your personal or professional life can profoundly affect your wealth. We share our perspective on key topics to help you make more informed decisions.
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