By Tim Ellis, CPA/PFS, CFP® and Greg Davis, CPA, CFP®
At RBG Wealth Advisors, our story begins with a simple but powerful idea: clients deserve financial guidance that is independent, accountable, and completely aligned with their long-term goals.
Before founding RBG Wealth Advisors, our team spent years working as CPAs within Reynolds, Bone & Griesbeck PLC—a Memphis firm known for its century-long legacy of tax and accounting expertise. That foundation continues to shape who we are today. As CPAs and CFP® professionals, we understand that tax planning is a year-round endeavor—one that requires strategic thinking to minimize liability while staying compliant with complex regulations.
We approach every financial decision through both a planning and tax-focused lens, so every strategy (whether it involves investments, business transitions, or stock options) is designed to result in the best possible tax outcome for your unique situation. By integrating tax awareness into every stage of the financial planning process, we help clients uncover money-saving opportunities and make confident, informed decisions about their wealth.
Founded in Memphis, our firm was built on the principles of independence and fiduciary duty, which remain central to everything we do. From the start, our mission has been clear: help our clients achieve their goals while creating lasting legacies.
Independence and Fiduciary Duty: The Foundation of Our Firm
Independence means that every recommendation we make is grounded in what’s best for you, not influenced by outside interests. It’s what allows us to focus on your objectives, whether that’s growing your assets, managing taxes efficiently, or planning for a legacy that reflects your values.
Fiduciary duty, which we uphold with unwavering commitment, means your interests always come first. For families with complex financial landscapes, knowing their advisor is legally and ethically bound to act in their favor brings a rare sense of peace and confidence.
The Values That Guide Us
Our firm was built on a foundation of core values that guide every interaction and decision. Passion drives us to exceed expectations and invest deeply in our clients’ success. Respect underpins every conversation, whether it’s valuing your goals, your time, or the contributions of our team. Ownership means we take responsibility for the work we do, for your results, and for our mission as a firm. Stewardship reminds us that wealth isn’t just focused on today, but planning for the future, safeguarding your resources, and nurturing your legacy.
We complement these with teamwork, elevation, and community. Working collaboratively across our firm means you receive well-rounded insights and actionable strategies at every level. Elevation pushes us to continuously raise the bar, pursuing smarter solutions and better outcomes for every client. And community reflects our commitment to Memphis and the surrounding areas, supporting families not only through wealth planning but also through the broader impact of the choices they make.
Simplicity, Clarity, and Long-Term Relationships
While financial planning can be complex, our approach centers on clarity and simplicity. We translate the many moving parts of wealth—investments, taxes, estate planning, and philanthropic goals—into a coherent, understandable plan. This approach reduces stress, increases confidence, and provides a structure that allows you to make intentional, goal-driven decisions. We’re often told by our clients that it’s this combination of clarity, accountability, and long-term perspective that sets RBG apart from other advisors.
Integrating Modern Tools for a Streamlined Experience
Though we honor tried-and-true planning principles, we also embrace modern technology to make wealth management seamless. Integrated client portals provide a single place for you to view investments, track progress toward goals, and securely store important documents.
By combining technology with our boutique service model, we deliver a financial planning experience that is both organized and personal. This integration enables us to spend more time doing what matters most: guiding you, answering questions, and helping you make decisions with confidence.
A Memphis Firm With Multigenerational Reach
Our roots run deep in Memphis, but our clients often span multiple generations and neighboring regions, including Germantown, Collierville, Eads, and Northern Mississippi markets like Olive Branch and Hernando. Serving entrepreneurs, professionals, and multigenerational families, we specialize in helping high-complexity households navigate retirement timing, tax-efficient growth, legacy planning, and lifestyle goals like second homes or planned major expenditures.
Why We Do What We Do
Ultimately, our story goes beyond building wealth. It’s about giving our clients the peace and confidence that comes from knowing their finances are coordinated, their plans are structured, and their legacy is being thoughtfully designed. Our goal is always to be a trusted partner who provides guidance, accountability, and clarity, helping you turn complex financial decisions into achievable, long-term outcomes.
At RBG Wealth Advisors, independence, fiduciary duty, and a commitment to our values are the principles that shape the path we walk with every client. From our Memphis roots to our integrated approach to wealth management, we exist to help you grow your wealth, live your life with confidence, and leave a legacy that reflects what matters most.
Interested in learning more about how we can help you on your unique financial journey? To get in touch, call (901) 244-2980, email info@rbgwa.com, or contact us online.
Frequently Asked Questions About RBG Wealth Advisors
1. What makes RBG Wealth Advisors different from other financial firms?
Our independence and fiduciary duty set us apart. Operating without outside influence means every recommendation is made solely with your best interests in mind. Our firm is led by CPAs and CERTIFIED FINANCIAL PLANNER® professionals, combining deep tax expertise with comprehensive wealth planning. And through our close partnership with RBG PLC, we can collaborate directly with trusted accounting professionals to provide a level of integration and coordination most firms can’t match.
2. Who does RBG Wealth Advisors serve?
We work with professionals, entrepreneurs, and multigenerational families in Memphis and surrounding areas, including Germantown, Collierville, Eads, and Northern Mississippi. Clients often come to us when they want more intentional planning, clearer direction, or a trusted advisor who can support their family over time. Whether navigating retirement, tax decisions, or preparing the next generation, we provide steady guidance.
3. How does RBG Wealth Advisors simplify complex financial planning?
We combine straightforward communication with modern technology to make wealth management easier to understand and manage. Our integrated client portals provide a clear view of your financial picture, while our team translates complex strategies (investments, taxes, estate planning) into an actionable plan built around your goals.
About Tim
Tim Ellis, CPA/PFS, CFP®, is Chief Investment Officer and Wealth Advisor at RBG Wealth Advisors, a locally owned, independent, fee-only registered investment advisory firm in Memphis, TN. As a founding partner, Tim helped launch the firm in strategic partnership with Reynolds, Bone & Griesbeck PLC, aligning comprehensive wealth management with century-strong tax expertise for a fully integrated client experience.
With more than a decade of experience in public accounting and wealth management, Tim specializes in helping families and institutions grow and protect a lifetime of assets. He advises clients on investment management, retirement planning, tax-efficient strategies, estate planning, and charitable giving. As CIO, he chairs the firm’s investment committee and leads portfolio construction and asset allocation to ensure each strategy supports clients’ goals.
Guided by a simple philosophy (Be positive. Be thoughtful. Use the Golden Rule.), Tim delivers calm, thoughtful guidance that gives clients confidence and peace of mind. He enjoys helping clients reach milestones such as retirement, purchasing a second home, or planning a lasting legacy. He regularly contributes to RBG Wealth Advisors’ Wealth Weekly and has been featured in Barron’s, CNBC Make It, The Commercial Appeal, Memphis Flyer, and Authority Magazine. Tim is active professionally, with leadership experience in the Tennessee Society of CPAs and the Financial Planning Association of Greater Memphis, and is a member of the AICPA.
Tim holds a Master of Accountancy and a Bachelor of Accountancy with a minor in Managerial Finance from the University of Mississippi and maintains the Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER®, and Personal Financial Specialist (PFS™) certifications. Originally from the Mississippi Delta, Tim has made Memphis his home and values its culture and community. He and his wife, Mary Agnes, have four children, Wilkes, Edie, Mary Wright, and Oliver, as well as a goldendoodle, Penny. Outside the office, he enjoys cheering on Ole Miss sports, golfing, hunting, or relaxing at any spot with a beach and a golf course. To learn more about Tim, connect with him on LinkedIn.
About Greg
Greg Davis, CPA, CFP®, is Chief Executive Officer and Wealth Advisor at RBG Wealth Advisors, a locally owned, independent, fee-only registered investment advisory firm based in Memphis, TN. As a founding partner, he helped launch the firm in strategic partnership with Reynolds, Bone & Griesbeck PLC, pairing comprehensive wealth management with more than a century of tax expertise for an integrated client experience.
With experience in both public accounting and wealth management, Greg provides guidance across investment management, financial planning, tax planning, charitable giving strategies, and multigenerational wealth planning. As CEO, he leads the firm’s vision and growth, challenging and inspiring teams and clients alike to realize their goals while building lasting legacies. He is driven by the belief that helping clients grow and protect a lifetime of assets creates shared success. Greg’s leadership and unwavering client commitment continually shape the culture of the firm. Known for his determination, reliability, and work ethic, he builds strong relationships and supports clients in making confident decisions at every stage of life.
Greg earned a Bachelor of Science in Business Administration from Christian Brothers University, maintains his Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® certifications, and is actively involved in industry leadership. He served on the Tennessee Society of CPAs (TSCPA) State Board and is a member of the American Institute of CPAs (AICPA) and the Financial Planning Association (FPA). He also previously served as President of the TSCPA Memphis Chapter and has supported numerous mentorship programs, including Nexus Leaders.
Born and raised in Memphis, Greg lives in East Memphis with his wife, Carrie, their daughter, Ellie Kate, and their dogs, Levon and Scout. He loves the city’s food and music scene and attends dozens of live shows each year. Outside of work, you’ll often find him on a tennis court or golf course, at the lake, or exploring new places whenever he can travel. To learn more about Greg, connect with him on LinkedIn.
