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RFG Advisory provides financial advice and business support to wealth management firms.
RFG Advisory offers wealth management, investment, and financial advisory services, as well as technology, marketing, compliance, operations, and business consulting for advisory firms. Founded in Alabama in 2003 by Bobby White, it served firms including Sable Point Wealth Management, Willow Private Wealth, and Resolute Wealth Management as of 2023. Long Ridge Equity Partners invested in August 2023 to support technology, marketing, business development, and investment management.
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