Financial Professionals Database

RG’s Financial Professionals Database is a tool to support members in taking action in alignment with the Redistribution Guidelines and Transformative Investment Principles. The Database includes money coaches, financial advisors, investment advisors, and other resources that can help guide RG members towards more powerful redistribution and reinvestment decisions. Please fill out the form below to receive the complete database, questions to ask your current advisors, and access to a supplemental tool called ValuesAdvisor, which can support you in choosing an advisor who is the right fit for you. 

The High Net Wealth Program Manager and Resource Mobilization Director review applications and make final approvals. We are currently adding professionals to the Database on a rolling basis, with touchpoints at least 1-2x per year. Please contact Sahana (sahana@resourcegeneration.org) with any questions

We are 95+% member-funded, so we invite you to join Resource Generation as a dues-paying member!