(303) 477-1144
Close
Ready for Your 4-month Financial Tune-up?

We have industry-leading resources.

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So, we’ve partnered with RFG, an award-winning, professionally-managed hybrid Registered Investment Advisory (RIA). Our relationship with RFG also gives us access to industry-leading resources including an institutional-caliber investment team, a broad range of products and the latest financial technology.

As a client of BlueBird, you get the best of both worlds: a strong relationship with an advisor you know and trust and the world-class investment guidance and portfolio management tools of a large investment firm.

Investment Options

I enjoy relationships with all the major custodians, giving my clients lots of investment options.

bluemonte

Your portfolio is tailor-made in Bluemonte, RFG’s robust investment platform. This institutional caliber 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.

RFG Advisory Leaf

Powered by RFG Advisory

  • 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
  • Industry Era 10 Most Innovative CEOs of 2021
  • 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
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Let’s get started.

Calendar
1. Schedule
an appointment.
Chat
2. Meet in person
or via video conference.
Map
3. Start developing
a customized strategy.

* Digital assets offered to advisory clients must be registered securities with the SEC and trade on one of the recognized major exchanges.
Money back guarantee is valid for six months after the date of engagement letter is signed. Contact BlueBird Advisory at (303) 477-1144 for further information.