RFG Advisory, an innovator in the wealth management industry committed to serving independent financial advisers and their clients, has announced the launch of two new adviser partner firms. TrekNorth Investment Management, founded by Jarrod Biebel, AIF, reinforces RFG’s presence in Colorado, while Matterhorn Private Wealth, 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, CEO at RFG Advisory. “Our aim is to provide entrepreneurial advisers 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, N.Y., and Buffalo, N.Y., Horn's decision to join RFG represents a calculated move toward building a dynamic and cl
