Pat Brown

Pat Brown

Financial Advisor

“Whether its for a family or a business, my goal is to create retirement security and peace of mind to allow my clients to live the best life possible.”

Expertise

Retirement Planning for Families

A comfortable and secure retirement is the goal of most people in their savings and investment programs. With that in mind, we believe that a successful outcome starts with the foundation of a plan. We can build custom models of your current and future investments so that we can analyze and recommend the path that may likely maximize the likelihood of success. This will create retirement security and peace of mind and allow you to live the best life possible with the money you have. Our process is particularly appealing to individuals and couples age 50+ who seek to reduce pre- and post-retirement risk.

Benefits Consulting for Business

Business owners and small professional practices (dentists, doctors, and lawyers) can create large tax savings while accelerating their personal retirement assets. A 401(k) is the first step in creating a retirement program for you and your employees, but the addition of a cash balance plan can enhance your personal benefits greatly while increasing employees' retirement balances. We can show you the hard-dollar benefits based on your age, income level, number of employees, and total payroll amount.

Managing Investment Portfolios

We use a computer to screen reams of financial data on thousands of companies to select the stocks that go into our portfolios. Why? Because numerous studies as far back at 1954 have shown that simple actuarial models outperform humans in a variety of professions including stock selection, academic success, military training, disease diagnosis, and even drafting successful baseball players. Using computers, rather than an intuitive method, we can test combinations of factors over long periods, thus showing what to expect in the future from any given investment strategy. We also manage asset allocation portfolios using low cost ETFs for individuals preferring that method of investing.

Retirement Plan Services

Connect

We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

Complete List of Services
Rick Wedell

Meet Rick Wedell

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO)in 2016. As CIO and leader of RFG's Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolioconstruction. Rick also leads the design and enhancements of RFG's custom-built, institutional-caliber, client-focused investment platform known as"Bluemonte", currently managing over $3 billion of assets under management.

Watch Rick’s Market Commentary

Contact Pat

O: (205) 892-1586
E: pbrown@rfgadvisory.com

1400 URBAN CENTER DRIVE, SUITE 475
VESTAVIA HILLS, AL 35242

Get started on your journey to live your best life!

Step1
Take Your Risk Survey