Partner with RFG


Join our dynamic, collaborative team of accomplished advisors and enjoy the freedom to focus on what you do best—serving your clients the way you’ve always wanted to. Whether you join our team as a valued employee or seek an exciting opportunity to run your own independent practice, RFG is a forward-thinking culture built on advocacy and support, and has a reputation of excellence within the investment community. We have a proven process to transition your clients in a way that will make them feel comfortable and jumpstart your career at RFG.

This following page is intended for advisor use only. By clicking continue, you will gain valuable information on our culture, your independence, transitions, business consulting and succession planning. In addition, you will be able to view RFG's video series featuring Bobby White and Ham Poynor, our Managing Partners. This insightful and entertaining video series discusses how to secure continuity, control and support for your independent advisory practice.

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“I’ve worked at a couple of firms and I’ve never seen this kind of environment anywhere. I am working with some amazing financial minds and that translates to confidence for our clients. I can’t imagine being anywhere else.”