When you work with RBG Wealth Advisors, we strive to provide you the experience of a boutique wealth advisory environment. That means holding ourselves accountable to a higher standard. Some of our standards of care, processes, and client experiences are detailed below.
Working with a Fee-Only Fiduciary
At RBG Wealth Advisors, our goal is to help clients grow and protect a lifetime of assets in order to reach their financial goals. We believe that your success is our success. As an independent registered investment advisory firm, we do not offer proprietary investment products. We offer fee-only advisory services, enabling us to serve your needs in a fiduciary capacity and deliver advice in an unbiased, objective manner.
The Financial Planning Process
Our advisors at RBG Wealth Advisors have earned CERTIFIED FINANCIAL PLANNER™ certifications and apply industry standards of care in working with clients. We follow the steps of the financial planning process to ensure that each plan is personalized to fit your needs.
Tracking your Progress
All RBG Wealth Advisors clients have access to an online portal to easily track their investment strategies as well as aggregate other assets into a consolidated picture of net worth. The client dashboard provides a personal, on-demand look at performance, projected income, allocations, activity summary, and more. Our firm also utilizes a secure document vault makes sending and storing information a seamless experience.
One Page Financial Plan
In order to make tracking your financial progress even easier, our clients have the option of consolidating their financial plan into a one-page executive summary. This one-page financial plan allows clients to quickly review their financial purpose, risk assessment, net worth history, portfolio information, goals, and action items. The one-page financial plan doesn’t eliminate the comprehensive financial plan; it’s simply an alternative to help streamline financial planning.