Close

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 that help meet their goals, as defined by their definition of success. There is no one-size-fits-all approach.

Read Bio Bluemonte Rick Wedell
Learn More About Our Approach
RFG Advisory Leaf

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

Let’s get started.

1

Calendar

Schedule
an appointment.

2

Chat

Meet in person or
via video conference.

3

Map

Build your family’s
roadmap for success.

Schedule a Call

Get in touch.

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