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Local Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth Advisors Lists

April 13, 2022

Shari Burnum, CEO of Investor’s Resource in Madison, Alabama, has been named among the best in Alabama by Forbes, one of the most recognized organizations in the financial industry. She is listed on both the Forbes Best-in-State Wealth Advisors and the Forbes Top Women Wealth Advisors – Best-in-State.

The Forbes Best-in-State Wealth Advisors awards help to level the playing field between states with large, affluent populations and others, such as Alabama, that do not. For instance, in the Forbes Top Advisors for the country in 2021, 96% of advisors listed managed $1 billion or more per their online list. That leaves a lot of quality advisors not getting recognition, many of whom reside everyday communities like ours.

When comparing the online lists of these two award categories, the Forbes Top Women Wealth Advisors Best-in-State award is an even smaller list of women than the Best-in-State.

“It is an honor to be validated for business and personal excellence. Forbes states that their methodology includes both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices,” says Shari Burnum, CEO of Investor’s Resource.

“To be a female advisor in a male-dominated field and be recognized by Forbes is quite an honor. None of this would be possible without our Investor’s Resource local team and our relentless commitment to meeting the lifetime changing needs of our clients. Our partner, RFG Advisory, one of the fastest growing independent registered investment advisors, has boosted our business capability and allows us to honor our core values of leadership in the industry and objectivity of our advice,” says Burnum. “We take our fiduciary responsibility very seriously by always doing what’s best for our clients.”

For more information, contact Shari Burnum, CFP at 256-772-4646 or shari@invresource.com.

About 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.

About RFG Advisory – is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support.
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Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, 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.