Where relationships really matter
Everyone says they want to build a relationship with you. At Investa Financial Planning, that means working with you for decades, through career changes, market swings, college expenses, and retirement. Financial planning is not a one-time transaction. It is an ongoing partnership.
Financial planning can feel overwhelming. You may have a stock option plan you don’t fully understand, a pension you’re not sure how to maximize, an estate to settle after a loss. We’re with you for all of it: reviewing documents, making calls on your behalf, and translating the jargon into plain English. Our real measure of success isn’t a return number. It’s whether you hang up the phone feeling like something got easier.
Being independent means we’re not required to sell any one company’s products. We shop the whole market for what’s actually right for you because our only obligation is to you, not to a parent company’s quarterly targets.
Andrew Kessler
Financial Advisor
Andrew Kessler is a Certified Financial Planner™ who is passionate about helping his clients achieve their financial goals and live the life they want. Andrew began saving and investing as a child under the guidance of his father, who was also a financial advisor. He started working in the financial planning industry in 2013.
Andrew particularly enjoys helping clients with multi-generational wealth planning. He believes in the value of continuing education in order to help clients make informed financial decisions. Andrew also believes in the power of technology and utilizes that power to meet with and serve clients across the country. In addition to his personal financial advising, Andrew has shared his extensive industry knowledge at many financial planning workshops during his career.
Andrew earned a Bachelor of Arts in Communications from the University of Massachusetts and earned his MBA from California State University, East Bay. He was raised in Massachusetts but moved to California in 2015 to escape the New England winters. Andrew currently lives in Greenville, South Carolina.
Outside of work, Andrew enjoys traveling, hiking, music festivals, and cultural events. He is actively involved in the care and sheltering of foster dogs.
Rick Weddle
Chief Investment Officer
Prior to joining RFG, Rick spent 12 years at Bain Capital Credit where he rose through the ranks to become Executive Vice President, Head of Fixed Income Consumer Investments and Assistant Portfolio Manager. Rick played an instrumental role in helping Bain grow to become a global investment powerhouse, serving client assets in excess of $30 billion.
Managing portfolios through the volatile markets of 2001 and 2008, Rick experienced firsthand the importance of portfolio diversification and the tradeoffs between risk and portfolio return. He applies those lessons learned to managing our clients’ money today.
Rick graduated from Harvard University, Magna Cum Laude, in Applied Mathematics & Economics. He is also a Stanford Graduate School of Business MBA and was awarded Henry Ford II Scholar for highest academic achievement in his MBA class.
Caroline Jones
Client Service Associate
Caroline Jones has worked in the financial services industry since 2016, supporting clients and advisors with a focus on exceptional service and attention to detail. Since joining RFG in 2023, she has been dedicated to helping create a seamless experience for clients as they work toward their financial goals.
Caroline lives in Birmingham, Alabama, with her husband, Brandon, their son, Rhys, and their dog, Bowie. Outside of the office, she enjoys reading, kickboxing, and cheering on the Alabama Crimson Tide. Roll Tide!
Financial Planning
A financial plan that’s built once and used constantly and not a binder that sits on a shelf.
FETCH Hub
Your entire financial world, organized securely in one accessible client portal.
1-on-1 Guidance
Making sure we're the right fit.
You’ll Know What
Being independent means we’re not required to sell any one company’s products. We shop the whole market for what’s actually right for you because our only obligation is to you, not to a parent company’s quarterly targets.
Financial
Planing FAQ’s
Common questions on financial planning and investing
Am I on track to retire when I want to?
This is the most common question we hear, and we are here to take the guesswork out of it. We help you determine exactly where you stand by analyzing your current savings, projected expenses, and investment strategy. Together, we will build a personalized roadmap so you can confidently transition into retirement on your own timeline.
Is my current portfolio properly allocated?
Your life and the markets are constantly changing, which means your investment strategy shouldn’t be set in stone. We provide a comprehensive review of all your current assets to help determine whether your portfolio is diversified, aligned with your true risk tolerance, and positioned to meet your long-term objectives without taking unnecessary chances.
What can I do to reduce my tax burden?
We believe it is not just about what you earn, but what you keep. Tax planning is a year-round conversation for us. We proactively review your entire financial picture to identify tax-saving opportunities from maximizing your current retirement contributions to implementing tax-efficient withdrawal strategies once you retire.
Are my family and assets adequately protected?
Growing your wealth is only half the equation; protecting it is just as important. We help you evaluate your current risk exposure to help determine whether your family is financially prepared for unexpected life events. We also work with you to verify that your estate plans and beneficiaries are perfectly up to date.
Am I making the most of my employer benefits and compensation?
Navigating stock options, restricted stock units, 401(k) choices, and deferred compensation can be overwhelming. We help you untangle your corporate benefits, helping ensure your workplace compensation is fully integrated into your broader wealth-building strategy so you can make the most of available opportunities.
Can my investments align with my personal values?
Absolutely. If making a positive impact is important to you, we can help you design a values-based investment portfolio. We will screen for companies and funds that align with your specific ethical, environmental, or social priorities, allowing you to grow your wealth while supporting the causes you care about most.
Straight answers to the questions we hear most.
No jargon, no sales pitch. Just plain-English answers to the questions Greenville-area families and professionals actually ask us.
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