Madison, AL – May 2, 2023 – Shari Burnum, CEO of Investor’s Resource in Madison Alabama, has been named by Forbes as a Best-in-State Wealth Advisor for 2023*. This is Burnum’s second consecutive year earning a place among the state’s most accomplished financial professionals.
While Forbes lists the Top Wealth Advisors in the nation, the publication recognized that local clients most often prefer to work with local wealth advisors. To make those advisors easier to locate and engage, Forbes created Best-in-State. Potential advisors are selected based on a mix of quantitative and qualitative data including diligence interviews, service models, compliance records, industry experience, and best practices. Of over 39,000 nominations, Forbes named just 7,321 wealth advisors who lead the nation in “successfully managing nearly $11 trillion in assets”.
Likewise, advisors who make the list are, according to Forbes, “laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives.”
Burnum’s place on the list means that she has a proven record of providing high-quality, high-impact service to her roster of clients. She is among a stellar list of recommended wealth advisors who have accumulated years of industry knowledge, understand the unique needs of their clients, and have expertise in meeting them.
“I take pride in providing my clients with the most relevant and up-to-date financial guidance. It’s rewarding to have my work acknowledged and recognized among the best,” explains Shari Burnum. “To my clients, I am a trusted resource and I look forward to continuously serving them in the most effective capacity.”
To learn more about Investor’s Resource and their service offerings, please contact Shari Burnum, CFP by phone at 256-772-4646 or email at shari@invresource.com.
About Investor’s Resource:
Investor’s Resource is home to a comprehensive wealth management team based in Madison, Alabama with a client base around the country. The services of the team range from investment management and financial planning to tax and estate planning for individuals and families. Our vision is to be our client’s “Trusted Partner for Life”. We are committed to a client’s entire life and the financial well-being of their family; therefore, our services evolve to meet those changing needs. We have adopted a practice of continuous process improvement and value high levels of client satisfaction and long-term relationships with our clients.
*For More Information on our awards, please visit https://www.invresource.com/investors-resource-advantage
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”) a registered investment advisor. Private Client Services, Investor’s Resource, 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.
