Brian Rigby

Brian Rigby has spent more than two decades helping individuals, families, and businesses build and protect wealth. He started his career in the investment industry in 2001 after graduating from Westminster College, and has since built a practice centered on one principle: that good financial advice starts with genuinely understanding the person across the table.

Brian holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute™ in conjunction with the Wharton School of Business — one of the most rigorous credentials in the investment profession. He advises individuals and businesses on investment management, retirement planning, college savings, and broader financial strategy. He also works alongside his clients’ CPAs, attorneys, and other advisors to make sure investment decisions are coordinated with their tax and estate plans.

For corporate clients, Brian brings more than 20 years of experience with company benefit plans. He works with employers across the country to design, manage, and improve their retirement plans — including 401(k)s, SIMPLE IRAs, and pension plans. His services include Investment Policy Statement development, plan investment menu design, performance reviews, and employee education. He takes fiduciary responsibility seriously, and helps plan sponsors do the same.

Brian is registered to do business in California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, North Carolina, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, and Texas.