(704) 248-6771
December 18, 2020
Charlotte-Based Financial Advisory Practice, NaviPath Financial, Partners with Financial Times Top 300 RIA RFG Advisory to become Independent
by Brian Swilling
CHARLOTTE, NORTH CAROLINA – 18 DECEMBER 2020 – PR NEWSWIRE – NaviPath Financial, a growing financial advisory practice based in Charlotte, North Carolina, announces that they have partnered with RFG Advisory, an award-winning RIA with a cutting-edge platform for independent advisors.
Founded by Ryan Whitley and Brian Swilling, NaviPath Financial is a growing independent advisory practice serving the dental and medical community. The duo are experts in financial and business planning, with a keen eye for helping doctors and dentists build enterprise value in their practice, plan for the future of their business while also creating a plan for their own financial future.
“This move to RFG Advisory is about building the practice of the future for our clients,” explains Brian Swilling, “By partnering with RFG Advisory, we have the opportunity to provide our clients with cutting-edge technology, dedicated service, and all the tools necessary to help them navigate their unique path to financial independence.”
Both Ryan and Brian have deep roots in the medical community through their families. They understand the challenges of owning a medical practice and the importance of being an ally to help their clients navigate through tough decisions as they build their businesses.
“We have a fiduciary responsibility to our clients to give them advice that is in their best interest,” says Ryan Whitley, “and for us, that extends to this move. We are excited to bring our clients the latest and greatest tools, creating a truly 1-1 client experience so they have the confidence in their path to financial independence”
If you would like to learn more about navigating your path to financial independence, please visit their refreshed website, www.navipathfiancial.com, and schedule a call!
ABOUT NAVIPATH FINANCIAL
NaviPath Financial is a growing financial firm based in Charlotte, North Carolina serving the dental and medical community. Founded by Ryan Whitley and Brian Swilling, the firm provides business and financial planning, as well as investment management, tax planning, insurance, and other securities related services. Ryan and Brian both have extensive experience helping dental and medical professionals. They come from families in the community and have seen first-hand the challenges owning a medical or dental practice entails. With extensive experience serving clients in this community, both Ryan and Brian provide their clients with the tools and resources that will help them navigate their unique path to financial independence.
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 service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of 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 maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform.
Contact
Brian Swilling
704.248.6771 | ext. 1