THE FINANCIAL RESOURCE CENTER

Overview

The Financial Resource Center is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — to serve a client base that spans high‑net‑worth households and institutional accounts. It is not positioned as a capital allocator and instead relies on third‑party managers and pooled vehicles for much of its portfolio construction. Investment activity shows a clear tilt toward pooled public funds: the adviser’s reported asset mix is dominated by mutual funds and other public fund vehicles. The firm does not identify itself as an active ESG investor. Advisory services emphasize planning and discretionary portfolio management, though the filings indicate the bulk of assets are reported as non‑discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices