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We have Resources.

We are a group of financial advisors sharing resources to the benefit of investors.

Our partner firms are independently managed and connected through shared ideas, tools and talent so that we can all collaborate, innovate and grow. Our partnership provides clients better experiences and outcomes.

Partner Map

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Partner Map

Crescent Wealth Advisory3630 Peachtree Rd NE #750
Atlanta, GA 30326
770.431.1260

Website

SLW Retirement Plan Advisors - California

Lafayette


Presidio Wealth Management - Utah

Salt Lake City


Henderson Wealth Management - California

Manhattan Beach


401k Advisors Intermountain - Utah

Sandy City


Vertical Financial - Florida

Naples


Retirement Partners Advisors - Georgia

Lawrenceville


Retirement Partner Advisors - Florida

Saint Petersburg


Retirement Partner Advisors - Puerto Rico

Guaynabo


Chepenik Financial - Florida

Orlando


Bukaty Companies Financial Services - Florida

Ft. Lauderdale


Bukaty Companies Financial Services - Texas

Southwest Region


Channel Financial - Minnesota

Duluth


Vertical Financial - Indiana

Valparaiso


Vertical Financial - Illinois

Chicago


SHA Retirement Group - Michigan

Grand Rapids


SHA Retirement Group - Michigan

Auburn Hills


P.IN.S. - Washington

Spokane


CJK Investment Consultants - Washington

Spokane


Channel Financial - Minnesota

Golden Valley


Retirement Partner Advisors - South Carolina

Greenville


Vertical Financial - Missouri

St. Louis


Summit Wealth Strategies - Colorado

Denver


Prosperity Financial Group - Missouri

Springfield


Oakeson Steiner Wealth & Retirement - Nebraska

Hastings


Bukaty Companies Financial Services - Missouri

Saint Louis


Bukaty Companies Financial Services - Kansas

Overland Park


Vertical Financial Greater Kansas City Area

GREATER KANSAS CITY AREA


Groebl Brothers

Overland Park


Bukaty Companies Financial Services - Colorado

Greenwood Village


Our Advisors

Located around the country and anchored by a collective purpose of helping clients reach their goals.

Looking for a path to independence?

 The independent RIA model provides advisors and clients a straightforward way to make investing and planning decisions.

JOIN RESOURCES

News & Events

Triad Advisors – #1 Independent Advisory and Brokerage for Hybrid RIAs

July 7th, 2018 | Kaleena Fong

Congratulations to Triad Advisors for being named the #1 Independent Advisory and Brokerage for Hybrid RIAs for 9 years running! Resources Investment Advisors, Inc. thanks you for being such a great partner!

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Henderson Wealth Management is the Newest Member of Resources Investment Advisors

June 18th, 2018 | Kaleena Fong

Brett Henderson and Henderson Wealth Management, Inc. have joined its collaborative partnership of independent advisers. Henderson Wealth Management, which is based in Los Angeles, California, adds a second office in California for Resources. 

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Resources is a finalist list for 2018 WealthManagement.com Industry Awards

May 30th, 2018 | Kaleena Fong

Nominated for 401(K) Retirement Plan Support: Service for their Wellness Program Financial Elements

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Resources partner firms are
local businesses.

Here are a few of the really awesome ways
they are giving back in their communities.

WE GIVE BACK

We have Resources.

Let us know how we can work together to reach your goals.