Birmingham Business Journal
published: September, 29th 2017
BIRMINGHAM BUSINESS JOURNAL
Banking & Financial Services September 29, 2017
Growing Alabama investment firm affiliates with RFG Advisory
A Birmingham-based high-growth financial advisory firm is continuing its growth throughout the Southeast.
Enterprise Investment Planning has affiliated with RFG Advisory, which brings the Magic City firm to 36 advisers in five locations – Birmingham, Enterprise, St. Louis, Shreveport, Louisiana, and Naples, Florida.
Enterprise Investment Planning was founded in 2001 by Billy Haskins as an investment management firm that serves business owners, families and individuals.
“For a long time, I knew that to continue to offer my clients personalized solutions and superior service, I needed a technology platform and a partner I could leverage,” Haskins said. “I see a tremendous amount of opportunity to grow my business, but was maxed out in terms of both bandwidth and time. With RFG Advisory, I now have the tools I need to continue to deliver exceptional service to my clients while building long-term value for my practice and my family.”