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Lighting New Paths, Upholding Tomorrow Investor's Resource is an independent firm founded over a decade ago. The financial advisors located at Investor's Resource deliver comprehensive wealth management through strategic planning and a disciplined investment approach. This process is designed to help maximize value, minimize tax, and manage risk. As Investment Advisor Representatives, the professionals at Investor's Resource have a fiduciary responsibility to place our client's interest above our own. We specialize in transition planning for owners and executives. Our strategies include the transition of illiquid, tax laden, and concentrated investments as well as wealth transfer. Clients are supported by a dedicated local team and carefully selected corporate partners - each providing their knowledge, technology, and expertise. Securities are offered through Raymond James Financial Services. Investment Advisory Services are through Raymond James Financial Services Advisors, Inc. Other key corporate partners include: Business Enterprise Institute (Golden, CO) - transition planning support and expertise. Local professionals (CPA, attorney, business valuation). Variety of partners who provide expertise in: Insurance Employee benefit products and structure, including qualified plan designManagement incentive programs and executive compensation expertise.
Raymond James Financial Services is independent of Investor's Resource and the corporate partners mentioned above. Investor's Resource is an independent firm. Sercurities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. *Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement. |
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