When was the last time your investment advisor, tax accountant and estate planner were in the same room?

RGA Investment Advisors is an independent, fee-only firm providing wealth management and financial planning for individuals, families and non-profit firms. By providing both wealth management and financial planning advice, RGA is able to fully understand our clients' range of investment needs and goals. We are far more than just an investment manager; we are also a fiduciary of our clients. As a fiduciary, your interests are tantamount to our objectives and we are therefore not plagued by some of the conflicts of interests inherent in the asset management business today. We provide:

• An integrated approach to our clients entire financial situation
• A Fee-Only Investment Advisor relationship A Personal CFO
• An objective and independent viewpoint, with no proprietary products

We invest client assets according to a reasonable and sensible plan designed to suit the needs of each individual. We do not take a cookie-cutter approach, rather we work with you in a one-on-one setting in order to learn where you are in life, and what you need in order to best gauge how we can help get you there.