STRATEGIC ALLIANCES
It's important to know who you are working with...
STRATEGIC ALLIANCES
Client focused, Personalized Approach, Fiduciary Driven
Who is working in our Back Office?
We have a large back-office team of Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Investment Analysts, as well as, Tax and Trust professionals, that go to work and build 100% personalized portfolios for your retirement.
One of our strategic alliances is with a third-party money-manager and RIA Firm, Gradient Investments (GI). GI is an SEC registered investment advisor firm offering clients over 25 proprietary actively-managed portfolios. The portfolios are managed by their President, Michael Binger CFA, and his Investment team. These industry leaders now offer our clients their combined expertise of over 90 years. Michael Binger himself, brings 30 years of institutional investment experience to the private clients of Gradient Investments, and his team are regular contributors to CNBC, Fox Business, Bloomberg , Barron's, the Wall Street Journal, and have written articles and commentary for many other national print publications.
Who is Gradient Investments?
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Nationally recognized - Gradient Investments recently ranked 93rd in Financial Advisor Magazine's 2024 Annual RIA Ranking*
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Ranked 27th out of 2,544 RIA Firms - Top 1 Percent, a measure of how many clients are opening new accounts with Gradient Investments.**
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Ranked 65th out of 2,544 RIA Firms - Top 3 Percent, for CHANGE IN TOTAL ASSETS UNDER MANAGEMENT, a measure of growth in total dollars managed by Gradient Investments.***
Case Planners/CFP's
David Johnson oversees 4 Case Design teams led by additional Certified Financial Planners (CFP's) like himself. In total, there are 12+ CFP's and case design specialist's that work in Rise Financial Group's "back office".
ADDITIONAL STRATEGIC ALLIANCES
TAX &
ACCOUNTING
In addition to the above back office team, we have built relationships with other professionals over the years as well. We have relationships with many different tax & accounting firms across the valley, depending on where you are located.
TRUSTS, WILLS,
HEALTH DIRECTIVES &
POA DOCS...
Rise Financial Group works with a few firms in the East Valley that can assist in the preparation of a Trust/Will combination to help protect your assets and estate. Due to the volume of references we send their way, our clients receive a special rate, which is thousands below what your attorney may charge. Please reach out to us at (480) 878-7444 for more information and current pricing.
Our Office in Gilbert, Arizona
Rise Financial Group was fortunate enough to have purchased a new office building in July of 2017. We are easy to find, just on the SE side of Baseline Rd. and Driftwood in the Val Vista Lakes subdivision...
