Ivy Pierson, CEP®, MBA aligns with infrastructure designed to support continued growth, flexibility, and long-term service.
[Santa Clarita, CA] – April 7 — Pierson Wealth Management today announced a strategic partnership with RFG Advisory, marking the next phase of the firm’s evolution and reinforcing its commitment to delivering personalized, planning-led financial advice.
The move represents a deliberate step to enhance the firm’s infrastructure while preserving the independence, relationships, and client experience that have defined Pierson Wealth Management for more than 25 years.
“As our firm has grown, it became clear that we needed the right infrastructure behind us to continue delivering the level of service our clients expect,” said Ivy Pierson, founder of Pierson Wealth Management. “This partnership allows us to strengthen what we do without changing who we are.”
Pierson Wealth Management is built around a holistic, planning-led approach, focused on helping clients achieve long-term financial confidence through personalized strategies and ongoing relationships.
Through the partnership, the firm will gain access to expanded operational, compliance, and technology capabilities designed to improve efficiency and enhance the overall client experience. Importantly, the foundation of the business remains unchanged. Clients will continue to work with the same team, receive the same high-touch service, and benefit from the same disciplined approach that has guided the firm since its founding.
“We are not changing our philosophy or our relationships,” Pierson said. “We are investing in the tools and support that allow us to serve our clients even better.”
Pierson selected RFG after an extensive evaluation process focused on finding a partner aligned with the firm’s values, service model, and long-term vision. The partnership allows the firm to reduce operational complexity and reinvest time into deeper client engagement, more proactive planning, and continued support for clients and their families.
“Everything we do is centered around helping our clients feel confident and cared for,” Pierson said. “This next step allows us to continue building on that for years to come.”
About Pierson Wealth Management
Pierson Wealth Management is an independent advisory firm dedicated to helping clients pursue prosperity with confidence through holistic financial planning and disciplined investment management.
Founded by Ivy Pierson, the firm has built its reputation on long-term relationships, personalized service, and a commitment to understanding each client’s unique goals.
To learn more, visit PiersonWealthManagement.com.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Pierson Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. CA Insurance License #0C92500.
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Lindsay McCoy
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