We manage your financial life — so you don’t have to.

There is no “cookie cutter” approach to what we do for you. Our long track record of trusted guidance, objective advice and investment management will guide you throughout your journey as you pursue your life goals.

Watch the video

The Process

How we build your investment portfolio

We tailor your portfolio to reflect your goals, your values — your journey

Taking the first step with step1., clients understand how they think and feel about taking risk in their investment portfolio. Get started on your journey now — take your risk survey.

Take Your Risk Survey

Investment Strategies

Providing flexibility to meet client needs

Choose the investment strategies that are just right for you

With Bluemonte, we’ve built an investment platform where you have robust choices for how your portfolio is invested.

  • Thoughtful and intensive due diligence process
  • Tailor-made portfolio construction
  • Access to the team who is managing your portfolio
Put your financial plan to work

Your dynamic financial plan and net worth statement reflect your customized investment portfolio. Gone are the days of a static plan in a pretty binder on a shelf.

Watch Your Financial Plan Overview

FETCH Financial Life Hub

Always keeping you in touch with your money

  • Real Time

    Financial life in real-time

    See all your investment accounts and your financial plan updated for current market values including a dynamic net worth statement and receive market updates and commentary.

  • Organized

    Get organized

    Securely store all of your documents in one place including financial statements, customized reports, tax and estate documents, healthcare directives and power of attorney.

  • Schedule

    Talk to an advisor

    Schedule a quick call, meeting, a formal review or speak to your Advisor in real-time via video conference call — all from FETCH.

Watch the FETCH Video
Rick Wedell

Meet Rick Wedell

Meet your Chief Investment Officer —
Rick Wedell

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO)in 2016. As CIO and leader of RFG's Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolioconstruction. Rick also leads the design and enhancements of RFG's custom-built, institutional-caliber, client-focused investment platform known as"Bluemonte", currently managing over $3 billion of assets under management.

Read Rick’s Bio Watch Rick’s Market Commentary
Eric Larson

Meet Eric Larson

Meet your Head Institutional Trader —
Eric Larson

The Bluemonte Investment Platform, led by RFG’s Chief Investment Officer Rick Wedell, distinguishes itself by being an institutional-caliber solution for Advisors and their clients. Adding Eric as a leader of the Investment Team adds depth and experience to the Platform.

Read Eric’s Bio

Upcoming Events

Hear Rick’s thoughts on the market,
economy and investing

Check back soon for upcoming events.

RFG Advisory Leaf

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • Forbe's Top 100 RIA Firms
  • WealthManagement.com Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Meet Our Investment Committee

We take the time to get to know you.