Business Details
Your Trusted Financial Partner for Retirement & Wealth Management
Resource 1 has dedicated decades to empowering clients with strategic financial solutions. Our expertise spans business retirement plans, personalized wealth management, and seamless distribution strategies. We specialize in 401(k) and 403(b) plan optimization, fiduciary oversight, and multigenerational wealth preservation. Our team combines technical mastery with a client-first philosophy, ensuring tailored advice that aligns with individual and corporate financial goals. With a legacy of innovation, weve pioneered advanced risk management techniques and hybrid portfolio strategies.Our professionals hold prestigious designations like CFP, ChFC, and CLU, reflecting our commitment to excellence. We serve as a coordinated extension of your financial team, integrating tax, legal, and investment expertise. Our 40-year track record demonstrates consistent adaptability to evolving market dynamics and regulatory landscapes. Clients benefit from our proactive approach to retirement planning, estate optimization, and charitable giving strategies. This depth of experience positions us as trusted partners in navigating complex financial decisions.
Services
Business Solutions
Personal Solutions
Distribution Planning
Retirement Strategies
Investment Advice
Highlights and features
- We answer calls personally and understand your unique financial landscape
- 40-year history of trusted advisory excellence
- Specialized expertise in 401(k)/403(b) plan optimization
- Team holds advanced designations including CFP, ChFC, and CLU
- Proactive, coordinated approach to financial planning
Associations and certifications
- Registered Investment Advisor
- FINRA
- SIPC
Services
Business Solutions
We design comprehensive business retirement solutions with specialized focus on 401(k) and 403(b) plan optimization. Our services include fiduciary oversight, risk analysis, and customized plan design. We help businesses attract and retain talent through strategic employee benefits programs while ensuring regulatory compliance.
Personal Solutions
Our personalized financial planning addresses individual needs through multigenerational wealth strategies. We coordinate with accountants and attorneys to create integrated solutions for retirement planning, tax optimization, and legacy preservation. Our approach combines technical expertise with personalized service.
Distribution Planning
We develop strategic distribution plans for retirees, focusing on tax-efficient withdrawals and risk management. Our services include estate planning coordination, charitable giving strategies, and cash flow optimization to ensure sustainable retirement income.
People
Michelle L. Hoesly
President
President of Resource 1 with multiple advanced financial designations including CLU, ChFC, and MSFS. Recognized industry speaker with global experience, specializing in retirement plan innovation and fiduciary responsibility. Holds doctorate-level academic credentials.
Matthew T. Hoesly
Investment Advisor
Certified Financial Planner with 15+ years experience in personal financial strategy. Specializes in translating complex financial concepts into actionable plans. Holds advanced degrees and multiple professional certifications. Active industry speaker and mentor.
Sara Galvin
Office Manager
Office Manager with 20+ years experience in financial services operations. Holds Series 7 and 66 licenses. Focuses on client service excellence and operational efficiency. Coordinates team logistics to ensure seamless client interactions.
Questions
What retirement plan services do you offer for businesses?
We specialize in 401(k) and 403(b) plan design, fiduciary oversight, and risk analysis. Our services include plan optimization, compliance checks, and customized solutions for business owners.
How do you approach personal financial planning?
We take a coordinated approach integrating tax, legal, and investment expertise. Our planning includes retirement strategies, wealth preservation, and multigenerational legacy planning tailored to individual circumstances.
What makes your firm different from other advisors?
Our team combines advanced technical expertise with personalized service. We emphasize proactive planning, with 40 years of experience and multiple advanced professional designations among our advisors.
Do you work with out-of-state clients?
While based in Virginia, we serve clients nationwide through virtual consultations and coordinated financial planning. Our services are designed to accommodate geographically diverse clients.
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