Also known as: jdavidlewismba
Resource Advisory Services is a fee-only financial advisory firm I founded in 1985. Our primary work is comprehensive personal financial planning, which includes investment management. We adhere to the fiduciary and educational standards of National Association of Personal Financial Advisors. The phrase "There is more to money than money®" keeps us aware that we and our clients relate to wealth on many levels. Our purpose is to develop relationships that help clients both build and enjoy their wealth. There is more at www.resourceadv.com. Specialties Fee-Only Financial Advisor, Financial Planner, Investment Adviser, Building Wealth, Enjoying Wealth, Fiduciary, Personal Finance, Physicians, MD Preferred, Comprehensive Professional Opinions, Registered Investment Adviser
