Services and Solutions
Designed for Growth
Services built for
advisory success
At Financial Resources Group, we are dedicated to walking alongside our advisors and institutions throughout every stage of their journey. With integrity, honesty, and innovation as our guideposts, we combine powerful technology solutions with exceptional client service to provide objective support and proven program management. Our flexible approach is tailored to meet each client’s unique path, leveraging a variety of models and resources. We deliver the full value of the LPL Financial platform—enhanced by our personalized, high-touch service every step of the way.
Growth & strategy
Business Development, Recruiting, & Consulting
Our Business Development & Recruiting team helps guide you through the due diligence process to choose the best partner for you and/or your program’s future success. Our Business Consulting team…
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Mergers & Acquisitions
At Financial Resources Group, our Mergers & Acquisitions (M&A) team is here to guide financial professionals through one of the most significant transitions in their business journey—whether you’re acquiring a…
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Succession Planning
As a financial advisor, your practice is likely one of your most valuable assets. But what happens if you’re suddenly unable to run your business due to death, disability, or…
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Financial Planning
At our firm, we understand the importance of financial planning in building a successful, client-focused practice. That’s why we’ve partnered with LPL Financials’ dedicated Financial Planning Group, led by Jessica…
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Organizational Structure & Design
At Financial Resources Group, our advisors gain access to Moss Waters Consulting, a team with over 30 years of experience in helping businesses grow and navigate key transitions with expert…
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Marketing & Design
At the heart of our Marketing Team’s mission is a simple goal: to help financial advisors grow their business. We provide strategic, actionable marketing support designed to attract prospects, convert…
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Commissions & Reporting
Our Commissions and Accounting team is here to support our advisors with their financial needs with the goal of ensuring everyone is paid accurately and timely. Additionally, we provide administrative…
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Compliance & Supervision
Financial Resources Group’s team of designated principals can assist you with questions on many topics, including LPL compliance flags, policies and procedures, continuing education, audit preparation, and advisory compliance best…
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Onboarding & Transition Support
The Onboarding & Integration Team at Financial Resources Group provides a comprehensive and thoughtful approach to transitioning new clients. Each transition is customized to meet the needs of your unique…
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Technology Consulting
Technology evolves every day and with all of the options available, it can be a challenge to know which solution is best for your business. Our team is here to…
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Virtual Specialist Support
Our Virtual Specialist Support team handles the day-to-day details so Advisors can focus on driving revenue. We empower our Advisors by streamlining processes and simplifying operational needs, all while delivering…
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Advisor Development
At Financial Resources Group, our Advisor Development services are designed to help financial professionals at every stage of their career. Whether you’re launching your practice, expanding through acquisitions, or building…
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Training & Education
Our Advisor & Institution Training Team is comprised of knowledgeable and experienced financial professionals. Our goal is to help advisors, admins and financial institutions understand, learn and adopt LPL tools…
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Premier Services
Our Premier Services are designed to deliver an exceptional experience for advisors and institutions seeking personalized, high-touch support. Our experienced team offers guidance, insight, and hands-on expertise at every stage of your business lifecycle. We don’t believe in one-size-fits-all solutions. Instead, we take the time to truly understand your goals, challenges, and vision for growth. By customizing the LPL Financial experience specifically for your business, we provide strategic, one-on-one support that helps you attract and retain clients, streamline operations, and build a thriving practice.
Elevating Advisors
with Tailored Support
Financial Planning
At our firm, we understand the importance of financial planning in building a successful, client-focused practice. That’s why we’ve partnered with LPL Financials’ dedicated Financial Planning Group, led by Jessica…
Learn MoreVirtual Specialist Support
Our Virtual Specialist Support team handles the day-to-day details so Advisors can focus on driving revenue. We empower our Advisors by streamlining processes and simplifying operational needs, all while delivering…
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Premier Advisor Development
At Financial Resources Group, we are deeply committed to developing the next generation of top-tier advisors. Our Advisor Development Program provides comprehensive training and mentorship for young professionals, guiding them…
Learn MoreOrganizational Structure & Design
At Financial Resources Group, our advisors gain access to Moss Waters Consulting, a team with over 30 years of experience in helping businesses grow and navigate key transitions with expert…
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