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Arrive At Your Destination - Just As You Planned.

START YOUR JOURNEY HERE

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 to reach their desired destination in life.  

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

         Dreams.  Decisions.  Destinations.
                         Let Us Guide You.

As your fiduciary partner, we integrate all aspects of wealth management and guide you through every phase of your financial life. We take a holistic approach in order to best support your life goals and help you fulfill your lifelong dreams. The foundation to our investment approach is based on proven concepts - applying years of academic research to practical investing - that help to maximize returns, manage risk, and build long-term meaningful client relationships. We provide a strategy for the ages with a multi-generational focus. We educate and prepare future generations to meet the challenges of an evolving financial landscape.

Through tax-efficient investment portfolios, asset protection strategies, and effective tax planning, we customize solutions for individuals, families, trustees, businesses and charitable organizations. By combining all financial aspects of your life and creating one integrated overall plan, we help deliver value in your journey toward your desired destination.

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

512-663-9555

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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

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