Rick Gardner Email and Phone Number

I founded wealth management firm RGA Investments in 1996 to help individuals, families, businesses, and nonprofits achieve financial security and independence through personalized wealth management and investment services. I take a comprehensive, relationship-based approach to financial advising and will work with you to improve every aspect of your financial outlook. As your financial steward, I will help you manage your assets, make strategic investment decisions, and optimize your financial portfolio; I’ll also help you navigate the complex decisions related to Estate Planning, Succession & Exit Planning, Retirement Planning, and more. I am a licensed Registered Investment Advisor and hold licenses in multiple specialties: -General Securities -Life Insurance -Disability Insurance -Health Insurance -Long-term Care InsuranceThroughout my 25+ years as a financial advisor, I’ve earned national accolades, including a recurring place on the annual list of Forbes Best-in-State Wealth Advisers.I’m passionate about giving back to the community and am proud to hold leadership positions with the following local North Carolina organizations: -Board member on the Board of Directors for Children’s Flight of Hope -Trustee for the North Carolina Symphony Society Board -Honoree for JDRF (2023) -Corporate Sponsor for Western Wake Crisis Ministry