Your Financial Advisor in Argyle & Denton County

For Successful People

Schedule A Free Consultation

Your Financial Advisor in Argyle & Denton County

For Successful People

Get Your Free Assessment
Financial Advisor Argyle, TX - get organized

Get Organized

Fee Transparency

Experience Objectivity

Track Financial Progress

GET ORGANIZED

FEE TRANSPARENCY

EXPERIENCE OBJECTIVITY

TRACK FINANCIAL PROGRESS

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Your personal success shouldn’t take a back seat to your professional success.

Schedule A Free Consultation

At RFG you can

Get Organized

Build a Financial Blueprint to help you build YOUR better financial future

Know Fee Transparency

  • Clear fee schedule with no surprises
  • Low cost investment strategies

Experience Objectivity

As a Fiduciary we are legally bound to put your interest above our own

Track Financial Progress

Track your progress by using our financial planning tools powered by ORION

We understand it is important to…

  • Make continual progress toward your financial goals
  • Have a financial professional who understands and plans just for you
  • Feel confident in your next life stage
We have a proven process (Financial Blueprint) to plan, implement, and track your progress. Successful people just like you have been enjoying this relationship for years.

YOU AND YOUR MONEY DESERVE MORE!

Schedule A Free Consultation

How We Work Together

STEP 1

Schedule a free assessment of your current financial situation

STEP 2

Build a financial Blueprint together

STEP 3

Implement Blueprint plans

STEP 4

Track your progress with our online financial tools

Get Your Free Assessment

MEET OUR FOUNDER

Chris Robinson

Thank you for giving us an opportunity to deliver a different kind of wealth management for you. 

Not all wealth management firms are the same. If low fees, objective advice, great technology and high communication sound good, then you’re at the right place.

Our firm centers around you. Let’s get started by building a “Financial Blueprint” for you to help get your financial life organized.  It will take hard work but let’s do this together!

Our commitment to you, our client, is one of a Fiduciary Standard; we are legally obligated to do what’s in your best interest!    What that means is we are objective about the planning and investing we do for you.  You have unique circumstances that require attention to detail and our team is ready to guide.

Meet our Team

How we manage your Money.

Charles Schwab & Co., Inc.

RFG Wealth Advisory has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. We believe in low cost index fund portfolios.

What We Offer

Financial Planning

Expert financial planning services in Argyle and Denton County are designed to help you establish a solid financial foundation. We provide personalized strategies for your unique goals, guiding you through every stage of your financial journey to ensure long-term success.

Investment Management

Crafting and managing diversified investment portfolios that align with your long-term objectives. Our strategic approach focuses on growth and protection, ensuring your assets are positioned for optimal performance in changing market conditions.

Estate Planning

Secure your legacy with comprehensive estate planning services. We help you protect your assets and ensure a seamless transfer to future generations, providing peace of mind that your wishes are respected and your family is cared for.

   

Retirement Planning

Preparing you for a comfortable and secure retirement with personalized strategies. We help you plan for the future, ensuring you have the resources to enjoy your retirement years with confidence and financial independence.

Why RFG Wealth?

Experience

Our advisors have a deep understanding of Argyle and Denton County’s financial landscape.

Strategy

We offer a holistic approach to wealth management, considering all aspects of your financial life.

Integrity

Our commitment to transparency, honesty and personalized service is total. That’s thanks to these principles that our business has been flourishing.

Communication

We bring this together with a communication plan designed to keep you in the know! Regularly scheduled meetings, monthly performance reports and access to your RFG CONNECT portal, all delivering up-to-date performance, accountability, and overviews. Plus you can see your retirement snapshot which includes powerful what-if scenarios.
BONUS: You can even schedule meetings or send us a message right from your phone.
Get Your Free Assessment

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

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130 Old Town Blvd S # 100,
Argyle, TX 76226,
Tel: (940) 464-410

Copyright © 2024 RFG Wealth Advisory. All Rights Reserved.