We aim to be a trusted advisor who serves you as life unfolds.
Many of us spend a lifetime creating wealth through hard work.
Over time, many of us accumulate financial capital as we become parents, grandparents, C-suite executives, and business owners.
Along this journey, many transition from savers to investors and nest eggs become a family legacy, which we have a duty to guard and protect.
Ultimately, as our prosperity expands, the complexity of our responsibilities and challenges can increase, many times requiring the diligent care of a trusted advisor who can serve us as life unfolds.
Regional Investment Advisors, LLC was created to fulfill this role for you.
We aim to help investors achieve their financial goals confidently through advice, service, and education.
Our business mission is centered around empowering investors to achieve their financial goals with confidence. We are dedicated to providing comprehensive advice, exceptional service, and valuable education to guide our clients on their financial journey.
Through our commitment to delivering reliable advice, prompt and attentive service, and ongoing educational resources, we strive to instill confidence in our clients as they make important financial decisions.
Our mission is to be the trusted partner that empowers investors to navigate the complexities of the financial landscape and make informed choices that lead them toward financial success.
DIG: Develop, Implement, and Guide
Build & Protect Your Net Worth
Our DIG process was designed to build and protects your net worth.
The acronym stands for Develop, Implement, and Guide.
We carefully develop each client's unique investment goals, risk tolerance, and time horizon by listening to you and identifying your most important needs.
Before implementation, we carefully explain and educate you on important factors including investment strategy options, expectations, preferred allocation weighting, and communication preferences so that you may confidently select your preferred course of action.
The Guide phase begins after implementation and continues throughout our relationship.
We dutifully advise, monitor, rebalance, redefine and reallocate as your life and cooresponding financial priorities and objectives evolve.