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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

Teros Advisors Adds Team Members

April 30th, 2019 | Kaleena Fong

SAN FRANCISCO (April 29, 2019) –  This spring, Nate White, president at Teros Advisors, hired two new employees, Rick Ferguson, a retirement plan advisor, and Marivic Hammond, a retirement plan consultant. Teros Advisors is an independent retirement advisory firm based in San Francisco, formerly known as SLW Retirement Advisors. Teros Advisors affiliates with Resources Investment […]

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Two Partner Firms Win ‘Plan Adviser of the Year’

April 1st, 2019 | Kaleena Fong

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 […]

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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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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.