Rice Financial Group

Strategies for a life well lived

Financial planner in Wilsonville, OR (show on map)

A team of CFP® and independent fiduciary financial advisors based in Portland, Oregon, providing fiduciary investment advice, wealth management, and comprehensive financial planning.

Call (503) 563-6460

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About

Rice Financial Group is a team of Certified Financial Planners (CFP®) and independent fiduciary financial advisors based in Portland, Oregon. They provide fiduciary investment advice, wealth management, and comprehensive financial planning to individuals, families, and business owners throughout the Pacific Northwest and across the United States.

RFG offers two primary styles of service: Fundamental Financial Solutions (Traditional) or Strategic Financial Planning (Ongoing). As a fee-based, full disclosure financial services firm, they charge a fee for their time for fiduciary financial planning and for investment accounts they manage, and also receive compensation when clients choose to implement insurance or investment products through them. Since 2009, RFG has focused on creating long-term relationships with families and businesses they serve.

Independent fiduciary financial advisors

Certified Financial Planners (CFP®)

Fee-based, full disclosure structure

Two primary service styles (Traditional and Ongoing)

Free first two meetings as fiduciaries

Long-term relationship focus since 2009

Educational approach to financial planning

Pacific Northwest and US coverage

Services

Fiduciary Investment Advice

Fee-based investment advice provided as independent fiduciaries, focused on managing investment accounts in the client's best interest.

Fiduciary duty Fee-based structure Full disclosure Independent advisory

Wealth Management

Comprehensive wealth management services for individuals, families, and business owners, including investment accounts and financial planning.

Comprehensive planning For families and business owners Pacific Northwest and US coverage

Comprehensive Financial Planning

Two primary service styles offered: Fundamental Financial Solutions (Traditional) or Strategic Financial Planning (Ongoing), covering retirement, estate, and risk management.

Fundamental Financial Solutions (Traditional) Strategic Financial Planning (Ongoing) Fee-based, full disclosure Fiduciary financial planning

Insurance & Risk Management

Advisory services for insurance products including life, health, accident, and annuity products through Cambridge Investment Research.

Life, Health, Accident licenses Series 6, 63, 65, 7 licenses CA Insurance licenses Annuity and insurance product implementation

Credentials & Certifications

Certified Financial Planner (CFP®)

Chartered Financial Consultant (ChFC®)

Accredited Estate Planner (AEP®)

Chartered Life Underwriter (CLU)

FINRA Series 7 License

FINRA Series 63 License

FINRA Series 65 License

FINRA Series 6 License

FINRA Series 24 License

FINRA Series 26 License

Life, Health, and Accident Insurance Licenses

CA Insurance License #0160954

CA Insurance License #0L95623

Cambridge Investment Research Registration

Cambridge Investment Research Advisors Registration

Frequently Asked Questions

What are the two primary styles of service offered by Rice Financial Group? +

Rice Financial Group offers Fundamental Financial Solutions (Traditional) or Strategic Financial Planning (Ongoing).

How does Rice Financial Group get paid? +

RFG is a fee-based, full disclosure financial services firm. They charge a fee for their time for fiduciary financial planning and for investment accounts they manage. They also get paid when clients choose to implement insurance or investment products or services through them.

Are the initial meetings with Rice Financial Group free? +

Yes, as fiduciaries, RFG believes the first two meetings outlined in their engagement process must be completed free of charge so they can determine what is in the client's best interest.

What is the first step in engaging with Rice Financial Group? +

Schedule a zoom or in-office meeting with one of their CFPs and fill out a Start the Process survey telling them what you hope to get out of the meeting.

Where is Rice Financial Group based and who do they serve? +

RFG is based in Portland, Oregon, serving individuals, families, and business owners throughout the Pacific Northwest and across the United States.

Since when has Rice Financial Group been focused on creating long-term relationships? +

Since 2009, Rice Financial Group has focused on creating long-term relationships with families and businesses they serve.

What licenses does Ian Rice hold? +

Ian Rice holds CA Insurance License #0160954 and licenses for Life, Health, Accident, Series 6, 63, 65 and 7.

What is the client meeting experience like at Rice Financial Group? +

Clients are greeted warmly, the office is welcoming and upbeat, staff knows their name and preferred drink, advice is educational, questions are anticipated, and communication is clear throughout the process.