RFG Advisory - Latest News & Updates

Investor’s Resource Announces Affiliation with RFG Advisory

by: Rfg Advisory
published: April, 15th 2019


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.”

Through its relationship with RFG Advisory, Investor’s Resource will gain access to RFG’s turn-key platform designed to amplify an Advisor’s independence while delivering state-of-the art technology and operational services. “Shari and her team exemplify the Advisor of the future – innovative and client-centric, “ states Bobby White, founder & CEO of RFG Advisory, “We are excited to partner with them as they share our family like culture and our focus on leveraging technology to enhance the client experience.”

About RFG Advisory

Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a cutting-edge integrated technology platform to manage their practice, multi-custodial relationships, institutional-caliber investment management, and a professional management team. With offices throughout the Southeast, Midwest, and California, RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. Investment advice offered through RFG Advisory Group, a registered investment advisor.

About Private Client Services

PCS was founded in 2001, has more than 90 branches across the U.S. and serves hybrid Registered Investment Advisors and dually-registered IARs with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206.  Member FINRA/SIPC.

 

Contact:

Kristy Puckett

kpuckett@rfgadvisory.com

c: 205.218.6962


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