Pierson Wealth Management

RFP Financial Group, LLC, operating as Pierson Wealth Management and RFP Asset Management, is a Georgia-based firm established in February 2018. They offer discretionary and non-discretionary portfolio management services, along with limited financial planning, to various clients, including individuals, high net worth individuals, corporations, trusts, and retirement plans. Pierson Wealth Management develops customized Investment Plans for each client based on their financial profile and investment objectives. They manage portfolios on a discretionary basis, allowing them to make investment decisions without prior client consultation. RFP Asset Management offers a specialized large-cap U.S. growth strategy, the Focus 5, which holds 5 stocks at a time and is rebalanced based on internal analysis. The firm charges up to 2.0% annually for portfolio management fees. Clients can participate in the Wrap Fee Program or pay management fees separately. The firm may receive benefits from Raymond James & Associates, Inc., the custodian of most client accounts. Clients may direct brokerage and have the option to use a specific broker. The Adviser does not vote proxies for client securities and does not have any disciplinary events to report.