WHO WE ARE
Our Mission
We understand that financial goals are interwoven with life goals, and we bring our considerable experience to the multi-faceted process of helping you achieve them. Our mission is to deliver family office level services to individuals and organizations for whom this depth of support would typically be unavailable.
How We Work
Long term relationships based on open, honest, and timely communication are the cornerstone of our success. We begin by learning as much as we can about your financial profile, then defining your goals, aspirations, and risk tolerance. On the basis of this information, we develop a thorough financial plan.
Our Partners
OUR CREW. YOUR PROFESSIONALS.
Charles E. Dear, CFP®
Lead Advisor
(203) 409-6253 x1
cdear@rfginvest.com
“We act as fiduciaries and live up to both the definition and spirit of the “Best Interest of the Client” standard.”
Ryan Breen, AIF®
Financial Professional
(203) 409-6253 x2
rbreen@rfginvest.com
“I find great satisfaction in helping individuals or small business owners achieve important financial goals through careful planning and sound investment advice.”
Rowan Beaudoin-Friede
Associate Advisor
(203) 409-6253 x5
rowanbf@rfginvest.com
“I believe active-listening, open communication, and a holistic approach are the bedrock to lasting and successful relationships. Each client has a unique financial situation and deserves to rest easy knowing that their goals and objectives are supported with a bespoke strategy based on a thorough analysis of their resources and circumstances.”
David Callahan
Business Development & Client Services
(203) 409-6253 x3
dcallahan@rfginvest.com
“Going the extra mile and helping clients with the details that are important to them is rewarding. Both personally and professionally.”
Steve Worth
Advisor Assistant, Investment Strategies
(203) 409-6253
sworth@rfginvest.com
“We have a great team here at RFG, smart and fun to be with. This is important because remaining centered and on track is a necessity when it comes to investing your assets.”
Peter E. Carlson, Jr.
Financial Professional
(203) 637-7575
pcarlson@cambridgeresource.com
“My objective is to insure that a client’s financial plans for their family are met, even if they are not here to see that plan through.”