RBG Wealth Advisors Launches, Provides Wealth Advisory Services to Memphians
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The firm was created through a strategic partnership with legacy accounting group, RBG PLC
MEMPHIS, Tennessee, August 30, 2022 – RBG Wealth Advisors (RBGWA), a locally owned, fee-only, independent wealth advisory firm based in Memphis, today announced its grand opening and suite of dynamic wealth management and advisory services. RBGWA was created through a strategic partnership with Reynolds, Bone & Griesbeck PLC, an accounting firm with a reputation for providing exceptional professional services for more than 100 years.
RBGWA is led by Greg Davis and Tim Ellis, who are both Certified Public Accountants (CPAs) and CERTIFIED FINANCIAL PLANNER™ professionals, effectively creating a centralized hub for clients to access strategic wealth and tax advice. The new business expands upon RBG PLC’s tax and accounting experience.
“Memphians have long turned to RBG PLC for high-caliber certified public accounting advice,” said Davis, RBGWA CEO and wealth advisor. “Our CPA and CFP® dual certifications provide a unique perspective. Our team’s experience combined with a clear and close relationship with RBG PLC ensures that RBGWA will be able to provide unmatched services to our clients.”
Davis and Ellis have a storied history with the partnering firm. Davis previously worked as a tax preparer, and Ellis started his career in public accounting as a part of the tax group of RBG PLC.
“We serve as trusted advisors and dedicated professionals for our clients, backed by the experience they need and the technology and resources they want,” said Ellis, RBGWA Chief Investment Officer and wealth advisor. “Together, we collaborate to create portfolios optimized to clients’ risk preferences and financial goals.”
As an independent registered investment advisory firm, RBGWA does not offer proprietary investment products. The firm offers fee-only advisory services, enabling wealth advisors to serve clients’ needs in a fiduciary capacity and deliver advice in an unbiased, objective manner.
About RBG Wealth Advisors
Founded in 2022, RBG Wealth Advisors is a locally owned, independent, fee-only wealth advisory firm based in Memphis. RBGWA was created through a strategic partnership with Reynolds, Bone & Griesbeck PLC, an accounting firm with a reputation for providing exceptional professional services for over 100 years. Steered by executives that are both CPAs and CFPs, RBG Wealth Advisors offers dynamic wealth management and advisory services to ensure guidance you trust, support you count on, and growth you feel. If you’re looking to reach new financial horizons with the help of intimate expert guidance, visit our website at www.rbgwa.com or call us at (901) 682-2431 for a consultation.
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