If you’re like most people, money is very personal to you. It just makes sense you would want to have a strong, personal connection with your Financial Advisor. At Lind Wealth Management, that’s exactly what you’ll get: a close, personal connection. Because we believe that’s what you want and deserve, and how we can have the greatest impact on your life.
Our clients are always on our minds at Lind Wealth Management. When you work with us, we’ll constantly be thinking about new ways to help you, looking for opportunities for you and making sure you have the information you need to be confident about your money. You’ll be what gets us up in the morning and what we think about all day long. Because we don’t just see our clients as clients, we see them as family. And that’s the kind of attention and care you’ll get from us.
Everyone wants to know what’s going on with their money. As your financial advisor, chances are you’ll regularly have questions or need advice. Whatever your need, we’re here for you. You’ll have our personal cell phone numbers and we’ll answer your call whether it’s 6 a.m. or 10 p.m. That’s how important you are to us.
What’s more, every Lind Wealth Management client has access to the Fetch Financial Hub, an easy-to-use, robust and integrated financial technology platform that gives you on-demand, real-time access to all your financial accounts in one centralized location.
Life throws everyone challenges along the way. Whether it’s the excitement of your child getting accepted to their top college choice or the loss of a spouse, we’re here to help. We’re here to answer questions, give you advice, help you settle affairs and make sure you’re financially able to enjoy the good and weather the bad.
We don’t just work with wealthy clients. We don’t just work with pre-retirees or folks at the pinnacle of their careers. Everyone needs guidance and planning, whether you just got your first job or just retired from your last. We want to work with you wherever you are in your life journey and help you prepare for the next steps.
Founder, Wealth Advisor
Growing up, I always had a feeling that my life’s career would involve problem-solving and numbers. My dad is an organic chemist, and my grandfather owned an auto repair shop. Our life was built around finding problems, working through...
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...
RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.
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