Diversified Resources, LLC was founded in 1983 by George E. Wright. The firm was started with a desire to provide comprehensive financial planning advice while remaining independent of any financial companies. It is our independence that allows us to provide completely unbiased advice and truly advocate for our clients. In 2004, George’s daughter Karen J. Bacon, MBA, CFP® joined the firm as a financial advisor. Karen became President and Owner of the firm in January 2015. George now serves in the capacity of a Chairman and is currently a registered representative and investment advisor representative for the firm.
Located in Warwick, RI, Diversified Resources, LLC is an *SEC Registered Investment Advisor and independent Broker Dealer. The firm is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Our mission is to help our clients create, conserve and ultimately transfer their wealth. Our process allows for a more relationship focused and holistic client experience.
At this time we are only accepting new clients with at least $100,000 in investable assets. Should you like more information or to schedule a meeting please contact us. There is no fee or obligation to become a client with your first meeting. We look forward to hearing from you!
*Registration as an investment advisor does not imply any level of skill or training.
Located in Warwick, RI Diversified Resources, LLC is a Registered Investment Advisor and Broker Dealer founded by George E. Wright, CFP®, ChFC, CLU in 1983. George has over 40 years experience in helping his clients reach their financial goals. He started Diversified Resources, LLC out of his desire to provide comprehensive financial planning advice while remaining independent of any financial companies. Our independence allows us to provide completely unbiased advice and truly advocate for our clients.
Our mission is to help people create, conserve and ultimately transfer their wealth. Our process allows for a more relationship focused and holistic client experience.
As CERTIFIED FINANCIAL PLANNER™ Practitioners, we have a fiduciary relationship with our client —this means we put our clients’ interests ahead of our own.
We have been offering “no fee” financial planning advice for almost 30 years and believe that we are different from other advisors you may have experienced.
