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Resources Certified for Investment Support Services for the Third Year in a Row

September 11th, 2020 | Kaleena Fong

Pittsburgh, PA, September 11, 2020 – CEFEX, Centre for Fiduciary Excellence, LLC, has certified Resources Investment Advisors, LLC (Resources), of […]

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Resources, A OneDigital Company, Acquires Montgomery Retirement Plan Advisors

July 15th, 2020 | Kaleena Fong

Acquisition is the 17th Transaction in 2020 as OneDigital Accelerates Expansion into Retirement and Wealth Management ATLANTA, GA – July […]

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2020 WealthManagement.com Industry Awards Names Resources as a Finalist

June 25th, 2020 | Kaleena Fong

Resources Investment Advisors – A OneDigital Company, has been named a finalist for the 2020 WealthManagement.com Industry Awards in the Asset […]

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Update from Resources: COVID-19

March 19th, 2020 | Kaleena Fong

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 | Kaleena Fong

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 | Kaleena Fong

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

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Resources Investment Advisors Partners with Arizona Shop

February 5th, 2020 | Kaleena Fong

401K Resources, Renee Scherzer, and Kari Baker are now a part of the Resources Investment Advisors network.  Overland Park, KS […]

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Resources Joins OneDigital

February 4th, 2020 | Kaleena Fong

Resources Investment Advisors is teaming up with OneDigital, a leading employee benefits and human resources consulting firm focused on driving business growth for employers of all sizes.

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WealthManagement.com’s 2019 Thrive List Of Fastest-Growing Advisors

November 5th, 2019 | Kaleena Fong

Resources Investment Advisors, LLC., has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. […]

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Vince Morris Adds Another Financial Wellness Ally

October 24th, 2019 | Kaleena Fong

Financial Elements, Resources Investment Advisors’s employee engagement program and financial wellness arm has partnered with Financial Soundings to deliver employees […]

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