Financial Professionals Database

If you would like access to our Financial Professionals Database, please fill out this form. 

RG 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, donor advisors, philanthropic consultants, financial advisors, wealth managers, and other resources that can help guide us towards more powerful redistribution and reinvestment individually and collectively. Please fill out the form below to receive the full 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. 

We update the Database on a regular basis. If you are interested in being added to the Database, or you have suggestions about professionals to include, please refer to the questionnaire. If you have any feedback about your experience with the Database or with a specific professional, please contact Sahana (sahana@resourcegeneration.org) and Nadav (nadav@resourcegeneration.org).

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

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