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 , is based in Colorado; Matterhorn Private Wealth, founded by James Horn , 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 , 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.