High-Wealth Individuals

Expert tax, estate and financial planning through your life-journey, giving you confidence and peace of mind about your wealth.

Strategic Tax, Estate & Financial Planning For High-Wealth Individuals

Your substantial assets bring you complex challenges as well as a world of opportunities. Rigby Financial Group empowers you to navigate around obstacles and take advantage of our custom-tailored strategies to:

Align financial, estate and tax plans seamlessly with your values and lifestyle, moving you forward toward your long-term goals.

Ensure integrated tax efficiency in both your business and personal life, taking into account all assets and sources of income.

Assist with scaling or selling your business on your own terms and schedule.

Preserve your wealth for your heirs via legacy and estate planning, through strategic generational transfers, gift and charitable planning, and optimal trust structures.

Proactively manage risk for both your personal and business interests.

Fulfill your charitable goals via carefully structured planning.

Rigby Financial Group is your trusted financial advisor, providing a financial road map for the unique path your life travels, every step along the way.

For convenience, we provide our services remotely, allowing you to access financial guidance and support from anywhere.

Customer Success Stories

Rigby Financial has removed what would have been an impossible stress on our lives. We feel lucky to have Eric as our advisor.

I am way less stressed about the financial controls around the business. I am confident that the right processes are in place and I am making decisions based on the right data.

To this day we feel that the decision to use Rigby Financial has been one of the best decisions we ever made.

Services Tailored To
High-Wealth Individuals

Financial Planning

At Rigby Financial Group, we help high-wealth individuals and families meet and exceed their financial goals through holistic financial solutions.

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Tax & Accounting

Rigby Financial Group provides professional tax and accounting services for entrepreneurial businesses, family offices and high-wealth individuals.

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Mergers & Acquisitions Advisory

If you are looking to merge, acquire, enter into a joint venture, right-size your business or exit it entirely, let Rigby Financial Group support your transaction as your trusted advisors.

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Fractional CFO Services

RFG is your own full-service fractional CFO. We’ll do the heavy lifting so you can focus on what matters most to you.

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Contact Us To Get Started

Have a question? or just want to refer a friend? Send us a message!

Phone Number

Toll Free: (866) 690-4961 
Tel: (504) 586-3050

Office Address

Rigby Financial Group 
715 Girod Street, Suite 200 
New Orleans, LA 70130

Email Address

erigby@therigbygroup.com

Send us an email, and we’ll get back to you within 24 hours.

Contact Us To Get Started

Have a question? or just want to refer a friend? Send us a message!

Email Address

erigby@therigbygroup.com

Send us an email, and we’ll get back to you within 24 hours.

Phone Number

Toll Free: (866) 690-4961 
Tel: (504) 586-3050

Office Address

Rigby Financial Group 
715 Girod Street, Suite 200 
New Orleans, LA 70130

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