Our firm’s roots date back to 1992 when Financial Resources Group was founded by its previous owners. In 2006, Joseph F. Kilner, CPA acquired the firm, after having provided tax and accounting services to many of its clients. When Joe became owner, FRG transitioned to its current business model as a fee-only Registered Investment Advisor firm, operating in a fiduciary capacity to further ensure that clients’ highest interests come first.
To further its strategic approach to wealth management, FRG has affiliations with Dimensional Fund Advisors (who offer low-cost, institutional-level funds for implementing a prudent investment strategy) as well as with BAM Advisor Services (who offers a range of back-office and educational support services for fee-only, passive advisors like FRG). Joe also continues the firm’s tradition of offering a series of continuing education classes, Financial Strategies for Successful Retirement®, through the local Montgomery College Lifetime Learning Institute. The course has been available to area residents and taught by an FRG advisor since 2000.