Broker Check


Friday, June 30, 2023

As the days grow longer and warmer, we are thrilled to bring you the latest updates, insights, and highlights from the past three months.

Wednesday, June 21, 2023

We had the pleasure of hosting a fantastic event called "Lunch at the Lake" with our CIO, Rick Wedell, and we wanted to share a quick video recap with you all. 

Wednesday, June 21, 2023

Our Women Living Financially Fearless event was an empowering gathering in May at the Shreveport Yacht Club. This event aimed to inspire and educate women about financial independence.

Tuesday, May 9, 2023

Exciting news! WFA is proud to announce that we are sponsoring the 318 Takeover Youth Football Camp again this year!

Monday, April 3, 2023

With 2023 in full effect, we wanted to update you on what WFA has been doing in the 1st quarter to start the year, shine light on some positive things happening in our world and give a brief market update for Q1.

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Monday, March 20, 2023

The banking sector has been dominating the headlines over the past several days, and so we wanted to briefly comment on what is going on in the space.

Monday, January 2, 2023

We want our clients to be knowledgeable and confident about investing and other matters related to wealth. We often gift or recommend books to our clients and friends. Here are a few must- read books chosen by our wealth advisors!

Tuesday, December 13, 2022

As 2022 comes to a close, we want to thank you for the trust and confidence you place in us as your advisory firm. As we move into 2023, we have decided to provide a quarterly newsletter, starting with Q4 of 2022.

Thursday, October 13, 2022

Partner and Advisor, Dany Martin, breaks down inflation and rate hikes in this informative video.

Friday, September 16, 2022

“WFA is proud to sponsor this year’s Yoga Farm Fest because we believe a healthy lifestyle fosters optimal financial well-being. By focusing on mind, body, and spirit, people live longer and happier lives.

Friday, September 9, 2022

RFG Advisory is proud to announce that they’ve won the 2022 Industry Award in the category of Non-Custodial RIA Support Platform for their RFG Assist initiative.

Thursday, July 7, 2022

WFA, announced today that it has partnered with Dallas-Fort Worth advisor, Tom Chancellor, CFP®, an Independent Financial Advisor at RFG Advisory.