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Work with financial professionals who share your values.

You’ve worked hard to be successful, and you want a financial partner who will work equally hard to help you preserve, protect, and grow your wealth.

We’re in this to be a financial partner you trust to help you achieve your financial goals.

At 21:5 Advisors, we’ve worked hard for our clients for more than 30 years. We appreciate the value of true relationships, understand the importance of service, and care deeply about our clients and their personal and financial well-being. We’re in this to be a financial partner you trust to help you achieve your financial goals. That said, as our valued client, you can count on us for:

Integrity, Truth, and Transparency

We are a team of credentialed, experienced financial professionals. But even more important, our faith is the foundation of our purpose – doing the right thing and serving others. Our values guide every decision we make and are the foundation of everything we do.

Simplified Technology

Over the past decade, the financial services industry has become more and more technology-driven. And while technology certainly has its benefits, we have had many clients express their frustration with financial technology platforms. At 21:5 Advisors, we provide our clients with one of the most user-friendly, easy-to-navigate technology platforms in the industry. We will also provide hands-on guidance for using it. But the platform is always optional. If you choose not to use it, we’ll make sure you still have easy access to all your financial information. Because that’s our job. And we don’t rely on technology to do it for us.

Expert Advice and Guidance

Our mission is to help you maximize your resources so you can live the life you want. You can rest assured we will always provide you with honest and thoughtful advice and guidance. We will always do what’s in your best interest.

Personalized Service

We believe in deep, full-time client relationships. We have worked with many of our clients for decades because we deliver personalized planning and coordinated advice and guidance. We don’t create a plan for you and then walk away. In fact, when you work with us, you will get focused solutions and a step-by-step plan of action. You will have a personal financial guide who is always available to assist you. We will provide regular updates and financial checkups. As our client, you will never, ever go it alone.

Powered by RFG Advisory

Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.

Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. What’s more, your portfolio is tailor-made in Bluemonte, RFG’s robust, institutional-caliber investment platform. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.

We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.

RFG Awards

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Investment Options

Charles Schwab

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