Investing for Life...
You have discovered a boutique wealth management firm with many resources. Financial Resources Management Corporation has been providing sound financial advice to our clients for almost thirty years. While technology has improved dramatically over the years, we have found that most people want hands on service. They want us truly listen, truly listen, to their concerns to help them set up a path to meet their long-term goals. When they need advice, they want us to be there. And we are.
About Financial Resources Management Corporation:
Our firm was founded on the North Shore of Boston in 1985; our Key West office was added in 1998. The firm has been an independent investment advisor since 1985 and is registered with the Securities Division of the Commonwealth of Massachusetts and the State of Florida. In 2014, we added an office in Naples, Florida and became independently-affiliated with Pinnacle Advisory Group, Inc., a progressive financial planning and wealth management firm with in excess of $1 billion under management.
We provide comprehensive investment advice to successful professionals, corporate executives, business owners, entrepreneurs and individuals and families with substantial and complex assets. We also are an advisor to corporate retirement plan sponsors. While our clients’ investable assets typically exceed $1 million, we are able to serve clients at every asset level.
FRMC is a Fee-Only Advisor
Financial Resources has been an independent investment advisor since 1985. Roxanne, as a Certified Financial Planner and Chartered Financial Consultant, has chosen to a fee-only advisor so she could always do what she felt was best for her clients. Each year she renews her oath through her affiliation with the CFP Board of Standards to always act in the best interests of her clients.
We Work to Empower Our Clients
While intelligent individuals are capable of learning to handle their financial affairs themselves, they may not have the interest and/or the time to do so. We love to work with women who want to learn about their financial options, but also want expert guidance in financial and investment planning. We are pleased to assist them through a life transition. This may include any of the following:
We also work with businesses. We have been providing prudent investment advice to the trustees of corporate retirement accounts valued at over $100 million since 1984. As a registered investment adviser we also counsel individual plan participants. We take our job seriously as we are a co-fiduciary to the plan!
Many of our clients have been with us for decades. We care about savvy technology, about investing with top-notch managers, and working with one of the largest custodians to securely hold their assets. But mainly, it is because we care about forming lasting relationships with them. Built on trust. Enduring through integrity. Based on transparency.