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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


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

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’ Teams Win Three Eddy Awards

March 11th, 2019 | Kaleena Fong

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 […]

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Four Partner Firms Named as 2019 Finalists

February 27th, 2019 | Kaleena Fong

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 […]

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Triad Advisors and Resources Investment Advisors Announce Recruitment of Retirement Benefits Group

January 7th, 2019 | Kaleena Fong

Ladenburg Subsidiary Congratulates Hybrid RIA and OSJ Resources Investment Advisors on Formation of One of the Nation’s Leading Networks of Retirement Plan-Focused Advisors in Affiliation with Retirement Benefits Group Retirement Benefits Group Encompasses 68 Financial Advisors and Staff, Together with Over $10 Billion in Assets Under Administration Atlanta, GA – January 7, 2019 –Triad Advisors, […]

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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.