Resources Asset Management LLC

Resources Asset Management, LLC is a registered investment advisor founded and owned by Bruce Dobbs, located in Ellenwood, Georgia. The firm provides personalized investment management and financial planning services to individuals, high net-worth individuals, trusts, and estates. Resources Asset Management focuses on helping clients build, manage, and preserve their wealth through a disciplined investment process. The firm primarily allocates client assets among equities, exchange-traded funds, and mutual funds using an active management approach that includes periodic portfolio rebalancing. In addition to direct portfolio management, Resources Asset Management may utilize third-party platform providers and model managers to assist with investment strategies and administrative functions. Financial planning is included as part of the investment management relationship, covering areas such as retirement planning, tax strategies, estate review, insurance analysis, and cash flow management. Standalone financial planning and hourly consulting are also available for clients who do not require ongoing investment management.