Get access to my exclusive financial tips!
A Different Perspective
Many financial advisor solely focus on where to invest. We believe advisors of today need to do more. Addressing finances in a more holistic fashion is key. A process to make life decisions and leave your legacy are examples of Shari’s fresh approach.
Opinions expressed are those of Shari Burnum and are not necessarily those of RJFS or Raymond James. You should discuss tax or legal matters with the appropriate professional. Investors Resource is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
We guide you through performance analysis, risk evaluation, asset allocation, and ongoing changes for account preservation.
We proactively address wealth enhancement, wealth preservation, and wealth transfer services to give you a clear and solid foundation toward accomplishing your financial goals.
We appoint a designated point of contact for progress meetings and collaborate with your existing advisors for coordinated strategy across all your finances.
Shari is an energetic entrepreneur and highly credentialed wealth advisor who leads a highly successful wealth management team within one of the nation’s largest independent investment firms.
For the first 25 years of her career, she invested in the lives of her clients and the members of her firm. Today, her attention is more toward contribution. At the peak of her personal success and within an increasingly competitive industry, Shari vowed to take her business to the next level by challenging the status quo on what holistic wealth management should be.
Today, Shari is active in innovating ways for clients to better and more meaningfully connect their purpose, passion, and portfolios. Her mission is to preserve this generation’s knowledge so her client’s dreams can be lived out today as well as be supported beyond their lifetime. She spends his time consulting with clients, provides vision and leadership for the team, and is a contributor for various media, publishing, and speaking opportunities.
Shari believes the future of wealth management business is helping people open the next chapter of their lives – – to tap within themselves the resources to help not only their families but to improve the lives of others.
“The torch is being passed from one generation to the next. We have never had the amount of wealth that is about to transfer from one generation to the next. We need to take this once-in-a-lifetime opportunity to use this wealth to do things that otherwise might not be possible.”
"Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members." "Investor's Resource is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc."