Resource Management, LLC. (RMI) is a Fee-Only, award winning, wealth advisory firm specializing in financial planning and asset management for family businesses and individuals worldwide. We are dedicated to delivering the highest standards of integrity, excellence, and trust to each and every one of our satisfied clients - most of whom we have worked with for many years. We are committed to delivering these high standards through continuing education, experience, and honesty.
We deliver sound, objective advice after a thorough review of your goals, objectives, resources, and tolerance to risk. In solving complicated estate, tax, and family business planning issues, we first consult with other specialists in the field and apply technical strategies before considering any investments or products for our clients. When investments become suitable, we go into the open market and objectively select the strongest performing assets with the lowest acquisition costs.