Financial Advisor Intake Survey

Thanks for your interest in working with Resource Generation’s members.

Please tell us a bit more about yourself and your approach to investing by completing this survey. Please note that in order to honor individuals’ professional expertise and approach, we cannot accept one response on behalf of an entire firm.

The information you provide will be on a list of firms and consultants RG provides as a resource to our members.

The presence of an adviser on the list is not an endorsement by RG, nor is RG making any representations about the quality or sufficiency of any financial adviser’s services. This list is meant as a tool and jumping-off point for RG members to conduct their own evaluation of prospective financial advisers. We are sharing a series of questions and answers (“profiles”) about your values and experience working with young people and incorporating social justice frameworks. By sharing your information here, you acknowledge that RG is not responsible for the relationships or portfolio performance of any potential clients.

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