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Your partner for life.

Dedicated to your family’s financial success.

We all have an idea of what we want our life to be. It’s personal, individual and the heart of who we are. At the Billings Group, we want to help you plan for and live that life. It’s pretty much that simple.

But, as you know, life changes constantly. And plans you made when you’re 20 will likely need to be revisited by the time you hit 30 — if not before. Which is why you need a financial partner for life. And that’s what we are.

We’re not some big financial corporation. We’re a local, family-owned company who genuinely wants to help you live the life you’ve dreamed of. We’re down-to-earth, authentic and relatable. And, we care about your family, your peace of mind and your future. And our mission is to be by your side, helping you every step of the way.

The Billings Group: Lance, John and Nathan

Meet our Chief Investment Officer —
Rick Wedell.

A veteran investor, Rick joined RFG in 2016 to build an institutional-caliber, client-focused investment platform. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an investment program focused on bringing that level of service to you. He works one-on-one with our advisors and their clients to construct customized portfolios using professionally managed investment strategies.

Read Bio Steadfast Rick Wedell
Learn More About Our Approach

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Contact us today to learn more about our financial services, or to get started now developing a financial plan for your future.