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.
Overland Park, KS – June 10, 2019 – Resources a collaboration of investment advisers sharing resources to the benefit of investors, […]
SAN FRANCISCO (April 29, 2019) – This spring, Nate White, president at Teros Advisors, hired two new employees, Rick Ferguson, […]
Two Resources’ Partner firms win 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Chepenik Financial (Large Team Category) Bukaty Companies Financial […]
Here are a few of the really awesome ways
they are giving back in their communities.