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 […]
Shari Burnum, CEO of Investor’s Resource in Madison AL, is named by Forbes as a Best-in-State
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 […]
Local Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth
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 […]
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 […]
