Founded in 1987, Resources Investment Advisors,(“Resources”) encompasses an independent hybrid registered investment adviser (RIA) firm registered with the SEC, as well as a Super-OSJ group, that specializes in supporting independent financial advisors across the country.
Resources delivers industry-leading growth platforms, tools, technology and education to its community of affiliated independent financial advisor businesses, each of which are independently managed, while also connected through shared ideas, values and best practices in client service.
Working in your best interest
We ensure that each investment recommendation meets the fiduciary standard of care.
This straightforward system is easy to understand and is fully disclosed to you in writing.
Required to maintain public business records
Resources must file a Form ADV with the Securities and Exchange Commission that describe exactly how we do business and how your advisor is compensated. Here is a link to ours Document library
Able to operate as an independent business
Your advisor has a vested interest in building long-term relationships with satisfied clients.
Able to work with a third-party custodian
You will receive regular statements detailing every transaction in your account in addition to reports from your advisor.
Resources was acquired by OneDigital in 2020 and also does businesss as OneDigital Investment Advisors.
View the latest (Form ADV here.)
Let us know how we can work together to reach your goals.