TurnPoint Wealth Takes Independent Flight with RFG Advisory

RFG launches TurnPoint Wealth—building on strong first quarter growth

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the launch of TurnPoint Wealth (“TurnPoint”), building on strong first-quarter growth, with more than $500 million in new assets added.

“The surge of growth we experienced in 2024 has carried into 2025,” said Abby Salameh, chief growth officer at RFG Advisory. “RFG is built to empower Advisors like Tyler—driven professionals who have poured everything into their careers and are now ready to break free, take control, and unleash their entrepreneurial spirit.”

Tyler Brown, CFP^®, founder and wealth Advisor at TurnPoint, chose RFG as the partner to launch his own firm—giving his clients better options, greater flexibility, and a more personalized approach. Having spent nearly 20 years in financial services, he sought true independence—the ability to create a business that fosters opportunity, sustained success and an enduring legacy.

At RFG, Brown has the freedom to build his own firm while leveraging industry-leading technology, institutional-caliber investment solutions and multi-custodial relationships. With the help of RFG Assist, he will enjoy a pool of talented and trained staff ready to streamline operations, allowing him to maintain focus on serving his clients and spending less time on administrative tasks. Most importantly, this move ensures that he can deliver customized financial strategies with a higher level of control, transparency and performance—giving his clients the service and results they deserve.

“When I decided the time was right to start my own business, RFG Advisory stood out as the perfect platform,” said Brown. “The support I have now is on an entirely different level—from modern tech tools and efficient back-office systems to a marketing team that actually understands how to help me grow. It’s a game changer for my business—and even more so for my clients.”

RFG also welcomes Claudia Porter, CFP^®, who joins RFG Advisory as a wealth advisor, expanding RFG’s presence in the Pacific Northwest. She brings a unique perspective to financial advising, combining pedagogical expertise with a deep understanding of personal and professional transformation. A recognized thought leader, Porter is the author of “Women, Wealth, and Winning” and “On the Other Side,” offering actionable strategies for financial empowerment. She is also deeply involved in several women’s professional networks and financial education initiatives, using her platform to help others turn financial uncertainty into lasting security. She was attracted to RFG, in part, by the firm's StrongHer Money initiative.

“I’m delighted that Tyler and Claudia have chosen RFG to continue to build upon their careers,” said Shannon Spotswood, CEO at RFG Advisory. “Claudia is an amazing woman with an awe-inspiring back story and is perfectly aligned with the work we are doing through StrongHer Money. She’s an accomplished educator, a sought-after financial advisor, and a published author—the complete package and then some.”

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 award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG’s Capital option, the firm buys an override in Advisors’ businesses to facilitate succession planning and provides loans 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.

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