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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 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

One Strategic Capital, Inc.

Washington


Impact Benefits & Retirement

Portland


Teros Advisors - California

Lafayette


Presidio Wealth Management - Utah

Salt Lake City


GBS Retire - Utah

Salt Lake City


Henderson Wealth Management - California

Manhattan Beach


401k Advisors Intermountain - Utah

Sandy City


Retirement Benefits Group Hawaii Office

Honolulu


Retirement Benefits Group Torrance Office

Torrance


Retirement Benefits Group Irvine Office

Irvine


Retirement Benefits Group Long Beach Office

Long Beach


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


Retirement Benefits Group San Diego

San Diego


Retirement Benefits Group

Riverside


Retirement Benefits Group Houston Office

Houston


Retirement Benefits Group PHX/Scottsdale Office

Scottsdale


Retirement Benefits Group Doylestown, PA Office

Doylestown


Channel Financial - Minnesota

Duluth


Vertical Financial - Indiana

Valparaiso


Vertical Financial - Illinois

Chicago


SHA Retirement Group - Michigan

Auburn Hills


P.IN.S. - Washington

Spokane


CJK Investment Consultants - Washington

Spokane


Channel Financial - Minnesota

Golden Valley


IBG Financial Partners

Foxborough


Future Benefits Inc.

Cheshire


Flynn Benefits Group

Michigan


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 to grow your business?

 We offer a scaled and sustainable solution for the future and
we are actively seeking new offices to grow with us.

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News & Events

Update from Resources: COVID-19

March 19th, 2020

In response to COVID-19 and out of an abundance of caution, the Resources team has implemented its business continuity plan […]

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Ten Resources Firms Recognized as Top DC Teams

March 4th, 2020

Resources is excited to announce that 10 of our partner firms have been named to the NAPA Top DC Advisor […]

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Financial Elements a Finalist for Icons & Innovators Award

February 6th, 2020

Financial Elements, Resources’ proprietary financial wellness solution, is a finalist for InvestmentsNews Icons & Innovators Award in the Educational Materials […]

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A bold new chapter.

Resources Investment Advisors has joined with OneDigital in the largest collection of deals in the company’s history. OneDigital’s expansion into the retirement plan consulting and wealth management vertical will allow clients to leverage key solutions to establish a holistic benefits experience for employees.

 

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We have Resources.

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