We’re Small
We're proud to be small. Because when it comes to your financial future, a one-size-fits-all approach just doesn't cut it. Unlike the big, impersonal wirehouses, we offer truly personalized guidance — from real people who know you and care about your goals. No call centers. No chatbots. Just thoughtful, human advice tailored to your unique journey.
As an independent firm, we have the freedom to put your best interests first. And with national partnerships with Charles Schwab, Fidelity, and RFG, we can provide strategies and products to support your goals — without being tied to proprietary solutions or hidden agendas. Your future is personal. And it deserves our full attention.
We’re Focused
We take the time to deeply understand your life goals and legacy aspirations, crafting a plan that aligns to your financial landscape. Our clients feel confident, knowing they are truly heard, understood, and supported in every decision.
We’re Focused
On you. On your journey. Not on our share price or meeting sales quotas at the end of the month. We’re focused on helping you understand your choices, make smart decision, and achieve your goals.
We’re determined
Failure is not an option. You’ll never hear us say: “We’re really sorry. We did our best.” Never. With more than 85 years of combined experience, we know how to create the right road map, make necessary course changes, and monitor every mile to help you reach your destination.
We’re Small
That’s right: think small. We’re not some big, impersonal wirehouse that offers you the same pre-packaged roadmap as everyone else. We’re real people. We’re personal. Not recordings or online chat bots. Because your journey is personal. And it deserves our undivided attention.
Even though we’re small and personal, our toolbox is powered by TD Ameritrade and Schwab, allowing us to offer you the appropriate products and strategies you need, when you need them.
Service
We work hard to spoil our clients with concierge-level service. Because, again, this is your money, your past, your present, your future, and beyond. You need to know you are partnering with an organization that cares deeply about you, your family, and your confidence about the future. So, we’re here when you need us. We respond promptly. And we make your every need our priority.
Independence
Our advice is designed to help you achieve your personal life goals. Here, it’s all about you.
Transparency
We’re working with your money and planning for your future. That said, you need to trust us, and we believe transparency is key to building trusting relationships. We answer every question in detail, explain every statement completely, and give you more information than you probably want.
Recommendations
Recommendations are based on educational and academic foundations and supported through very detailed and comprehensive financial plans. We weigh every recommendation thoroughly and back them with a comprehensive rationale and data. Essentially, we treat your money as carefully as we do our own, and make recommendations we would follow ourselves.
Professionalism and Integrity
Going hand-in-hand with transparency, professionalism and integrity are at the core of everything we do. Because, again, we understand this is your life savings, your future, and your legacy. You should have absolute trust in the firm you choose for this all-important journey. So we work hard to earn it, and keep it.
Steve Wedel
Founding Partner, CFP®, CFS
Steve established his financial consulting practice in 1983 and is a Certified Financial Planner® and a Certified Funds Specialist. During his time in the financial planning industry, Steve has held numerous industry-group leadership ...
Rick Wedell
Chief Investment Officer
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 portfolio ...
Jessica Bradley
Administrative Assistant
Jessica is a 20-year service veteran handling the needs of our clients, and she is truly amazing! You will enjoy working with Jessica as she assists you regarding anything “money-in-and-money-out," including establishing new investment ...
Counce Drinkard
Financial Advisor
As the son of a judge and a public school teacher, Counce grew up with a value system that stressed integrity and ethics. He has a heart of an educator instilled within him and brings these values to his role as your financial advisor.
Uriel Castillo
Financial Advisor
Contact Us
Need more details? We are here to assist. Contact us by phone, email or via our social media channels.
