Investor’s Resource Starts $200,000 Gratitude Fund

Huntsville, AL (December 11, 2020) – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of $200,000 to the Community Foundation of Greater Huntsville. This fund will support non-profit projects within Alabama on an annual basis through a donor advised fund. […]

5 Book Reading Apps

As a financial professional, I am always looking for ways to help my clients make the most of their time and money. I’ve heard a lot about book summary apps from friends and clients lately, and I wanted to share a few with my network. Whether you’re looking to improve your financial knowledge or simply […]

Investor’s Resource Welcomes Brock Eson

ALABAMA FIRM hires expertise to solve complex investor needs Madison, AL – July 1, 2023 – Investor’s Resource welcomes Brock Eson as a Partner and Financial Advisor.  Investor’s Resource, led by 2022 and 2023 Forbes Best in State Advisor, Shari Burnum, is a multi-advisor firm committed to providing services for individuals and families against an […]

Investor’s Resource Celebrates 20 Year Anniversary

With over 30 years of experience from our lead advisor in various independent financial firms, we’ve spent the last 20 years as Investor’s Resource. In 2019, we affiliated with RFG Advisory and haven’t looked back since. Learn how some of our differences that we celebrate this anniversary season may help you!

Barron’s Recognizes StrongHer Money Program

StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to the communities we serve. BIRMINGHAM, Ala.–BUSINESS WIRE–RFG Advisory, a leading and fast-growing hybrid RIA based in Birmingham, AL is pleased to announce another outstanding recognition for StrongHer Money in 2020, being named finalist for […]

Financial Times Names RFG Advisory as Top 300 RIA

RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s impressive cohort of elite RIA firms represents nearly 40 different states and Washington, D.C. and has a median AUM of $1.9 […]