Business Owners
Build wealth outside your business. Diversifying beyond the company cuts risk, adds tax flexibility, and gives you freedom before you sell.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Turn high income and equity comp into lasting wealth. Build a plan, manage taxes, and diversify so your future isn't tied to one company.
Physicians & Healthcare
Your time is your most valuable asset. Save aggressively, use tax-advantaged plans, and avoid lifestyle creep so cutting back is up to you.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Know your number (25x annual spending), save in a tax-efficient order, and bank your raises instead of letting lifestyle creep absorb them.
End of Life and Legacy Planning
Plan ahead for your family. Keep your documents and beneficiaries current, organize your accounts, and walk your heirs through your wishes.
Retirement Planning
Don't guess whether you're on track. Define your retirement lifestyle and income needs, then use projections to see what adjustments help.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I help clients organize, grow, and protect their assets. Organize means one clear picture of your accounts, goals, and cash flow. Grow means a disciplined, risk-managed investment approach managed with taxes in mind. Protect means making sure your portfolio, tax strategy, and personal succession plans hold up as life changes. RBG Wealth Advisors is a locally owned, independent, fee-only firm, which means we act as a fiduciary and our advice isn't tied to selling products. Our advisors are CERTIFIED FINANCIAL PLANNER™ practitioners as well as CPAs, and our firm was created through a partnership with Reynolds, Bone & Griesbeck, an accounting firm that has served clients for more than 100 years. Our clients have direct access to that tax and business expertise, and tax planning and investment decisions are made together rather than passed back and forth between offices. Clients often come to us when they want more intentional planning, clearer direction, or a trusted advisor who can support their family over time. Our integrated approach brings investment management, tax planning, and financial planning together, so every decision is made with the full picture in view.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.