Bobby White

Bobby White

Founder & CEO, Wealth Advisor

“I understand how hard you’ve worked for what you’ve earned. I’ll work just as hard to earn your trust as a good steward of your wealth.”
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About Bobby

Bobby White is the Founder and CEO of RFG Advisory, an advisory firm serving clients through financial planning, disciplined investment strategies, and client focused service. He’s also your advocate and partner, who uses The Golden Rule as his compass for providing you with trusted advice.

A Shared Sense of Purpose

Bobby began his practice with a single client, and more than 20 years later he has grown RFG Advisory into a company that serves +2bn*. He still remembers the value of each one-on-one relationship, and he attributes his success to his belief in earning the trust and respect of clients and advisors. Based in Birmingham, with offices throughout the Southeast and Midwest, Bobby believes that a wealth of intellectual capital with a dose of southern charm is the company’s winning combination.

Leadership Style

Leadership is all about earning people’s respect. Talent is a gift, character is a choice. Bobby believes in attracting best in class management and advisors to RFG Advisory. It’s all about the people then the strategy and lastly the execution of that strategy. Bobby is passionate about his community and is a member of the Young Presidents' Organization and the Rotary Club of Birmingham.

He is an Auburn fan who also enjoys traveling with his family, hunting big game, fishing, and wingshooting. Additionally, he trains as a civilian with former Navy Seals.

Expertise

Comprehensive Portfolio Management

Business Succession Planning

Complex Estate Management

Multi-Generational Wealth Management

Complete List of Services

Contact Bobby

O: (205) 397-2450
E: bwhite@rfgadvisory.com

1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242

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