Our Difference

Financial Resource Management offers a complete range of investment services for comprehensive financial planning. Since 1985, we have given North Carolina families and individuals financial advice to help prepare for the future. Our clients appreciate our personal approach - focusing on each client’s individual needs, investment goals and objectives.

Our Focus

Our commitment is to provide unbiased direction and practical expertise to help clients navigate the complicated world of investments, as well as complex issues such as tax planning, retirement planning and estate planning. We try to simplify these issues, and help you chart a financial plan you can live by.

In today’s uncertain environment, do you have a sound financial plan in place? Your future well being could depend on your decisions today. We are dedicated to helping you create a better life, by providing you the best solutions available.
—Greg Hicks, CFP®,
President, Financial Resource Management