Resources Investment Advisors, Inc.

Resources Investment Advisors, Inc. is a financial advisory firm specializing in investment strategies and wealth management services for clients, providing tailored solutions to enhance financial security and growth. Founded in 1987, Resources Investment Advisors, Inc. is headquartered in Overland Park, US.

The firm was acquired by OneDigital Health and Benefits, Inc. in February 2020, as part of a strategic move to enhance service offerings in the financial advisory space. The company's founder has a strong background in financial services, contributing to its establishment and growth in the industry. Resources Investment Advisors, Inc.

offers a diverse range of financial advisory and wealth management services, focusing on investment strategies, retirement planning, and risk management solutions. The firm provides customized investment portfolios and financial planning services aimed at addressing individual client needs and goals, ensuring a holistic approach to wealth management. Resources Investment Advisors, Inc. generates revenue through a combination of advisory fees and commissions related to investment products and services offered to its clients.

The firm's revenue model is based on providing tailored financial solutions, fostering long-term relationships with clients to ensure continuous support and service. Looking ahead, Resources Investment Advisors, Inc. plans to enhance its service offerings with the introduction of new financial planning tools and investment products, aiming for a launch in late 2023. The firm also intends to expand its geographic footprint into new markets, particularly targeting the Southeastern US, with expansion efforts expected to commence by mid-2024.

The acquisition by OneDigital Health and Benefits, Inc. in early 2020 supports these initiatives, providing the necessary resources to grow and innovate in the financial advisory space.