We’ll create a holistic financial plan that gives you confidence — and the freedom to pursue what uniquely makes you happy.

Congratulations to our Registered Investment Advisor, RFG on their selection of TOP 300 RIA by Financial Times. For more info, click the image.

Holistic Financial Plan

Your Trusted Partner for Life

Our commitment to your entire life—not just your retirement—is what sets us apart. It’s what makes us different, better, and not just a financial advisor. It makes us a lifelong, trusted partner.

We believe success isn’t measured in dollars and cents, but in meaning and fulfillment. We have learned through decades of experience that being financially prepared makes pursuing a fuller life easier. Having a comprehensive, living financial plan allows you the added confidence to fully experience life and share your vision with others. If you are looking for an experienced wealth management team, we invite to you learn more. Here are a few tips we think separate us from other advisors and may help you in interviewing financial advisors and wealth managers.

Our main goal is to provide the advice and guidance our clients need — to and through retirement — so they experience greater success in all dimensions of their life and build a legacy that’s so much greater than dollars and cents.
Investor's Resource, Financial Planning Consultants, Madison, AL CFP Financial Advisors

Investor’s Resource did not pay to participate in selection of this award. For more information on the selection criterion for each award/ranking please visit each of the third party organizations' websites for additional details.

Power of Independence

We are an independent fiduciary team taking objectivity to the next level.

The Power of Independence

We want our clients to experience a richer life.

Learn About VisionMapping
Wealth Management Formula

We answer the questions you didn’t know to ask.

Wealth Management Formula

Let’s Talk

All of our client relationships began with an easy conversation.

Let us know whether you’d like an email or phone call response — and know we’ll always respect your time and follow-up preferences. We’d love to know what keeps you up at night or your top questions.