RFG Wealth Advisory is an independent financial advisory firm serving individuals, families, business owners, and retirees in Argyle, Denton County, and the wider North Texas area. The firm provides personalized financial planning and wealth management, helping clients organize their finances, define goals, and make informed decisions at each stage of life. Its services include investment management, retirement planning, and estate planning, supported by a Financial Blueprint designed to guide planning, implementation, and progress tracking.

RFG emphasizes fiduciary advice, fee transparency, objective guidance, and low-cost investment strategies, including diversified portfolios focused on low-cost index funds. Clients can use financial planning tools powered by Orion and the RFG Connect portal to monitor progress, review performance, explore retirement scenarios, and communicate with the firm. RFG’s process begins with a free assessment, followed by building and implementing a financial plan and tracking its progress.

The firm also shares IRA updates and analysis, and identifies itself as an Ed Slott Master Elite Advisor