Birmingham, AL – April 17, 2019 – Investor’s Resource, an independent financial advisory firm based in Huntsville, Alabama, announced that it has partnered with RFG Advisory, LLC. The team, led by founder and CEO Shari Burnum, decided to join RFG to expand the services offered to clients and to develop VisionMapping, a truly innovative approach to wealth management. Both firms have a shared passion for leveraging technology and believe strongly in future of personalized wealth management.
To deliver a continuity of service with a solidified team Investor’s Resource Advisors Dale Hubbert and Matt Leahy plus the dedicated staff will be joining Shari for this next chapter. Shari states “This is all about serving the current and future needs of our clients in a more effective manner, reaching beyond a single company for a set of solutions. I’ve never been more excited and optimistic about the opportunity to deliver an unparalleled client experience.” With the affiliation, Investor’s Resource will roll-out a personalized financial planning experience through VisionMapping, a comprehensive life planning tool.
“For more than 30 years, Investor’s Resource has provided in depth investment management, financial planning & generational wealth transfers to clients,” said Shari. “We are invigorated by this new chapter, as this move reinforces our commitment to our clients and allows us to realize our bigger vision to deliver cutting-edge comprehensive wealth management services while at the same time amplifying our founding principle – Your Trusted Partner for Life.”