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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

Impact Benefits & Retirement

Portland


Teros Advisors - California

Lafayette


Presidio Wealth Management - Utah

Salt Lake City


Henderson Wealth Management - California

Manhattan Beach


401k Advisors Intermountain - Utah

Sandy City


McGriff, Sibels & Williams, Inc.

Atlanta


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


StoneStreet Equity - New York

White Plains


Strategic Retirement Group

White Plains


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

Resources Certified for Investment Support Services

September 25th, 2018 | Kaleena Fong

Pittsburgh, PA, September 25, 2018 – CEFEX, Centre for Fiduciary Excellence, LLC, has certified Resources Investment Advisors, Inc., of Overland Park, KS for the provision of fiduciary investment support services in adherence with a standard of excellence. Resources Investment Advisors, Inc. (Resources) is among the first organizations globally to successfully complete this type of independent […]

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Resources Investment Advisors Announces Launch of New Brand and Identity

August 21st, 2018 | Kaleena Fong

During its national conference in August, Resources Investment Advisors (Resources), an SEC-registered investment advisory firm based in Overland, Park announced its new brand and identity. As the firm continues to grow, the goal was to create an impactful message to explain the firm’s collective purpose and differentiators in a consistent and interesting way. What is […]

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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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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.