top of page
happy couple man and woman tourist at top of mountain at sunset outdoors during a hike in
Dry Dirt Road

Arrive at a Future Guided by Purpose.

BEGIN YOUR JOURNEY TODAY

We are an independent advisory firm providing multi-generational financial and strategic guidance. We partner with our clients to create a comprehensive plan that maps their journey and aligns with their life purpose. Our success lives in the opportunity of supporting our clients and their families as they navigate that journey and arrive at a future built on trust and purpose.

When you arrive at the destination, never forget where the journey began.                                                                                                                                  Lailah Gifty Akita

         Dreams.  Decisions.  Destinations.
                        Plan With Purpose.

As your fiduciary partner, we integrate all aspects of wealth management and guide you through every phase of your financial life - in order to best support you and your life goals so that you can fulfill your lifelong dreams. The foundation to our investment approach is based on proven concepts that help to maximize returns, manage risk, and build long-term meaningful client relationships. We educate and prepare future generations aligning their wealth and vision in order to leave a lasting legacy. By combining all financial aspects of your life and creating one integrated overall plan, we help guide you to growth wealth with intention and arrive at a future riche in meaning.​
                             

Tell Us About You

START A CONVERSATION
WITH US TODAY

Thanks for submitting!

9442 N Capital of Texas Hwy
Plaza I, Suite 500
Austin, Texas 78759

512-663-9555

SOCIALS

  • LinkedIn

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

 

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor.ARIV Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

 

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

 

RFG Advisory Part 3, Form CRSRFG Advisory Form ADV, Part 2A, Investment Advisor Public DisclosureRFG Advisory Privacy Policy

bottom of page