Wealth Management for Life...

FINANCIAL RESOURCES MANAGEMENT CORPORATION is a fee-only wealth management firm,
founded in 1985 on the North Shore of Boston. Our Key West office was added in 1998 and we have recently
added an office in Naples, FL.

Private Wealth Management with Integrity…In an era of financial scandals, bank bailouts and Wall Street
corruption, Financial Resources stands for honesty and transparency in every aspect of our business.
If you are going to entrust us with your money and future, we have an obligation to do everything in
our power to ensure that trust is well placed.

Unlike many financial advisors, we don’t sell mutual funds, insurance or other financial products, nor
do we receive kickbacks for referring clients to them. Our services are entirely fee-only,
and free from any conflicts of interest.

Are you satisfied with the advice you have been receiving?
Do you know how much you have been paying annually for that advice?

If you answered “no” to either of the questions, it may be time to contact us.

Our firm specializes in providing financial advice to individuals, their families
and their businesses. As with our existing clients, our goal is to form a lasting relationship
based on integrity and trust with you. We act as a fiduciary with your best
interests in mind. Don’t wait, contact us today for a free initial consultation.

Our Services

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