Just because you are nice, that doesn’t have to mean you have to finish last.
Nobody is an island and working together is a whole lot easier.
You don't actually have to go slow and steady to win the race.
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.
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Located around the country and anchored by a collective purpose of helping clients reach their goals.
The independent RIA model provides advisors and clients a straightforward way to make investing and planning decisions.
Two Resources’ Partner firms win 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Chepenik Financial (Large Team Category) Bukaty Companies Financial Services (Mega Team Category) The advisers were honored at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner on March 28. See a list of 2019 winners here. Additionally, two Resources’ Partner firms were 2019 finalists […]
Pensions & Investments awarded 1st place Eddy Awards to Resources Investment Advisors and two partner firms on March 11th, 2019. The Eddy Awards are an annual program recognizing plan sponsors and service providers that exhibit best practices in offering investment and financial education to defined contribution plan participants. The details included in the awards ceremony were listed […]
Congratulations to the four Resources’ Partner firms named as Finalists for 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Channel Financial (Small Team Category) StoneStreet Equity LLC (Small Team Category) Chepenik Financial (Large Team Category) Bukaty Companies Financial Services (Mega Team Category) According to PLANSPONSOR, the 2019 finalists have demonstrated leadership and a commitment to […]
Here are a few of the really awesome ways
they are giving back in their communities.