The Resource Group of the Carolinas

Dedicated to listen, guide and deliver the investment and retirement income planning you deserve.


At Resource Group of the Carolinas simplicity is our hallmark. With over thirty years of experience, and many satisfied clients that relish our direct advisement and belief in the power of the retiree, we would like to be the first to welcome you home. We’ll help you realize the retirement you deserve.

Our foremost priority is to get to know you, listen intently, understand your personal mission and vision, and earn your friendship and trust.

Our clients are family, and as a result every moment, of every day we stand ready to analyze your challenges while sharing our expertise so you can move your life forward in a meaningful and lasting way.