At Rigby Financial Group, we provide financial guidance to help businesses navigate complex financial and tax landscapes, optimize performance, and achieve sustainable growth. We also assist with your mergers & acquisitions. As a trusted fractional CFO firm, we work with entrepreneurial closely held business owners who operate in the healthcare, real estate, professional services, and industrial & manufacturing industries as well as assisting family offices and high-wealth individuals.
It’s personal. It’s emotional. One of the biggest reasons people struggle to manage their relationship with money is that they don’t recognize it as such: a relationship. Like any relationship, it’s nuanced, fluid, and influenced by dozens of factors even the savviest financial steward might not recognize. At Rigby Financial Group, we take the time to get to know you and your business, on a personal level, because we know how important it is to understand the big picture. Founder and principal Eric Rigby (Certified Public Accountant and Personal Financial Specialist) personally manages a staff of seasoned professionals, each ingrained with the knowledge that the long-term goals of our valued clients require rock-solid strategies, individually tailored for a perfect fit.
We love our clients, we love one another, and we love our work. First and foremost, that work is to help our clients – and we do that by focusing on their unique situations and goals to thoroughly understand their needs. We treat everyone with respect. We adhere to the 6P maxim – Proper Prior Planning Prevents Poor Performance – we live and work by it.
We want our clients to think and feel, “Wow, RFG did a great job!” And we hope they say it, too! We are good at what we do. We go above and beyond for our clients. We have a passion for our work, which is helping you!
We are an entrepreneurial, growth-oriented business and love working with like-minded, growth-oriented entrepreneurs. We constantly seek ways to improve things for you and your business because we want to help you grow.
We pride ourselves on our ability to solve complex problems and not only with our combined diligence and expertise, either. One critical component that sets RFG apart as a trusted business advisor is that we listen to you first. We bring mindfulness and empathy and are wholly present when talking with you, because we realize that the way to help you best is only discovered by understanding where you are coming from and where you want to go.
We combine confidence in our ability to solve your problems with the humility to know we can continuously improve. We do the right thing. We will always be honest with you, encourage your endeavors, and do our best to ensure they succeed.
Principal, CPA/PFS
Eric loves to work as a trusted business advisor, creatively solving complicated problems for his clients. Eric does not have his own desk, which allows him to focus on personal meetings, discovery, and strategy. He also enjoys spreading his financial knowledge through teaching and coaching.
Top 5 Strengths: Futuristic-Arranger-Command-Empathy-Individualization.
Tax Manager, CPA
Philip loves the way RFG allows him to work closely with clients to devise personal, holistic solutions to their needs and strategies to achieve their individual goals. He is excited to bring his expertise in tax, accounting, succession planning, real estate, and more, to serve RFG’s diverse clients. In his spare time, Philip is an avid fisherman.
Top 5 Strengths: Empathy-Strategic-Context-Individualization-Adaptability.
Tax Senior
Traci works directly with business owners, helping them with both corporate and individual tax work. Beyond her technical skills, her best strength is her intuitive sense of what clients need.
Top 5 Strengths: Includer-Achiever-Harmony-Adaptability-Analytical.
Project Success Specialist
Pier loves the challenge of improving systems and processes to empower her fellow team members, assuring a smoother workflow for all. In her leisure, she loves spending time in her native North Carolina mountains with her family, and eating great food.
Top 5 Strengths: Relator-Learner-Responsibility-Arranger-Strategic
Marketing Specialist
Ellen, a published novelist, contributes her writing and graphical skills to our marketing materials and documentation. She also interacts regularly with clients, who invariably admire her gracious and articulate demeanor.
Top 5 Strengths: Strategic-Intellection-Input-Ideation-Adaptability.
Practice Administrator / Client Service Adviser
Tami brings years of accounting and administrative experience to the Rigby team. As Practice Administrator, she oversees each client engagement, ensuring projects are completed timely, and handles RFG’s office management. Tami also heads up our client service advisory group and enjoys being outdoor and spending time with her family.
Top 5 Strengths: Responsibility-Focus-Discipline-Consistency-Harmony.
Wealth Management Associate
Mark brings his passion for customer service and teamwork to RFG’s table. His skills as a researcher and devotion to the fine details are invaluable. Mark admires the RFG personal touch, and our independence. In his free time, Mark enjoys live music, movies, reading, and the great outdoors.
Top 5 Strengths: Learner-Intellection-Harmony-Achiever-Empathy.
Executive Assistant
Rhonda’s vast experience and lifelong passion for helping others enables her to manage Eric’s day-to-day administrative tasks, freeing more of his time to devote to our clients’ needs. She loves the outdoors, travel and spending time with friends, family and her pups. Rhonda would save every dog in the world, if she could.
Top 5 Strengths: Achiever-Responsibility-Relator-Harmony-Developer.
Have a question? or just want to refer a friend? Send us a message!
Toll Free: (866) 690-4961
Tel: (504) 586-3050
Rigby Financial Group
715 Girod Street, Suite 200
New Orleans, LA 70130
Have a question? or just want to refer a friend? Send us a message!
Send us an email, and we’ll get back to you within 24 hours.
Toll Free: (866) 690-4961
Tel: (504) 586-3050
Rigby Financial Group
715 Girod Street, Suite 200
New Orleans, LA 70130
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