Thirty Years of Serving Clients

 

2015_03_15 30th AnniversaryOur Comment by J. David Lewis – In 1995, long before I said There is more to money than money® in a staff meeting one morning, I sent these words to people I wanted to thank. I have kept them with me since. Resource Advisory Services was just 10 years old then. Now it is 30 years old and I still feel much the same, with more experiences.

This is a very important season for me. On March 15, 1985, at the kitchen table, I signed the documents that created Resource Advisory Services, Inc. The business began operations on May 1 of that year. Every year since, I remember those days, and that empty $100 a month office, with only a phone jack and RASI’s number to mark my business. I could not believe that I had actually tackled the startup. Now, I walk through the office space, and cannot believe what has been created. I stand in awe. There have been many people who have played incredibly important roles, and there have been experiences that are amazing. Together, we have seen successes and stresses. Close personal relationships have been formed. Clients have had children and grandchildren. Some have gotten married. Some have handed over impressive wealth to children, charities, and others. And, a few clients have died. I have worked with heirs, as they sorted through the business affairs of a deceased person they truly loved, trying to pull life back together for themselves, and sometimes their children. Among my clients, I have shared celebrations of unexpected good fortune. And, I have helped keep people on track as they built wealth slowly over the years. We have worked through issues, when people’s actions did not produce the results they desired. It has been “a trip” and I do not know how to show my gratitude in a more meaningful way than this note. Now, I look to the future with much the same mixture of emotions that I had during the season when I started this enterprise. I expect to support more financial planners as they get a chance at these experiences for themselves and more clients. Thank you, for your contribution to all of this.

Contact J. David Lewis with DLewis@ResourceAdv.com. He is a passionate advocate for fiduciary, fee-only financial planning and has been associated with financial services since childhood in a banking family. He founded Resource Advisory Services in 1985. National Association of Personal Financial Advisors (NAPFA) was formed only a few years before. Lewis became a NAPFA-Registered Financial Advisor in 1986. In 2013, he began a three-year term on its National Board of Directors.

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