FINANCIAL RESOURCES GROUP, LLC

Overview

Financial Resources Group, LLC is an independent registered investment adviser that serves individual and family clients with a mix of planning and portfolio services. The firm operates on a fee basis — charging a percentage of assets under management and offering fixed-fee engagements — and provides financial planning, ongoing portfolio management for individuals and small businesses, pension consulting, and investor education through publications and seminars. Investment activity appears centered on publicly available pooled vehicles for client portfolios, supplemented by selective use of third-party alternative managers and insurance products where appropriate. The firm is not positioned as an institutional capital allocator; its client base is retail-focused and the practice is owner-operated.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices