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RIA Launches Two Advisor Firms

Editorial Staff February 6, 2025

RIA Launches Two Advisor Firms

The partner firms are based in Colorado and upstate New York.

RFG Advisory an RIA, announced yesterday that it has launched two new advisory partner firms: TrekNorth Investment Management and Matterhorn Private Wealth.

TrekNorth, founded by Jarrod Biebel (pictured below), is based in Colorado; Matterhorn Private Wealth, founded by James Horn (pictured below), has two offices in upstate New York.

Jarrod Biebel

James Horn

“We’ve been deeply invested in elevating our platform over the past 12 months,” Shannon Spotswood (pictured), CEO at RFG Advisory, said. “Our aim is to provide entrepreneurial advisors seeking the latest technology, comprehensive service and personalized support with a platform to help them build enterprise value.”


Shannon Spotswood

RFG recently launched its refreshed brand and enhanced its platform to redefine the advisor experience for advisors.

The firm says its delivers a “turn-key integrated platform” that provides advisors with all the tools and resources they need to be the CEO of their practice, not the chief operating officer.

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