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TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

Entrepreneurial advisors choose RFG Advisory’s innovative approach and enhanced platform to support their businesses

TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

MEDIA CONTACT:
RFG@streetcredpr.com

Tom Warburton
347-400-3483
Tommy@streetcredpr.com

Lindsay McCoy
906-322-4982
Lindsay@streetcredpr.com

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of two new Advisor partner firms. TrekNorth Investment Management (“TrekNorth”), founded by Jarrod Biebel, AIF®, reinforces RFG’s presence in Colorado, while Matterhorn Private Wealth (“Matterhorn”), founded by James Horn, CRPC, CLTC, with two offices in upstate New York, signifies an expansion into the Northeast for RFG.

“We’ve been deeply invested in elevating our platform over the past 12 months,” said Shannon Spotswood, Chief Executive Officer at RFG Advisory. “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. We’re excited to welcome Jarrod, Jim and their respective teams to RFG.”

With offices in Rochester and Buffalo, NY, Horn's decision to join RFG represents a calculated move towards building a dynamic and client-centric wealth management practice. Horn gains greater business autonomy and the ability to create genuine enterprise value on his own terms. Access to comprehensive technological tools will empower the firm to provide clients with a more personalized and innovative wealth management experience. For Horn's clients, joining RFG enables access to a robust, fully-integrated service model with cutting-edge industry technology.

Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients. He aims to build TrekNorth over the next decade, focused on creating a firm that can serve clients exceptionally well by leveraging RFG's innovative platform. Biebel can now offer clients a more personalized, technologically advanced financial management experience. Working alongside Angelica Walter, senior relationship manager at TrekNorth, he plans to expand the team to ensure that the firm remains adaptable to evolving client needs and technological advancements.

RFG recently launched its refreshed brand and enhanced its platform to redefine the advisor experience for ambitious, entrepreneurial and independent advisors. The revitalized brand reinforces RFG Advisory’s commitment to innovation, providing solutions that empower advisors and their clients to thrive. This initiative reflects the firm’s core values: delivering exceptional service, making a meaningful impact and pursuing excellence.

“We are delighted to welcome Jarrod, Jim and their teams to RFG,” said Abby Salameh, Chief Growth Officer at RFG Advisory. “We are confident that our advisor-centric platform will support their growth ambitions. They’ve entrusted us with their future and we look forward to utilizing our collective resources to help their clients reach their unique goals.”

Independent firms who are interested in learning more about partnering with RFG can learn more about its platform at rfgadvisory.com.

About RFG Advisory

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a client experience company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides advisors all the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, advisors who affiliate with RFG Advisory control all the equity in their business and pay a basis point fee for access to RFG's investment and technology platform. Additionally, through RFG Capital, the firm buys an override in advisor practices to facilitate succession planning and provides loans to advisors to enable the move to full independence. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.