It starts by demanding more than the bare minimum — from yourself and your financial professionals. That’s what you can expect from Chepenik Financial. Bigger ideas. More dedicated service. A team that always brings their A game and never stops working to help you reach your goals...or maybe even go a few steps farther.
GO BEYOND BUSINESS AS USUAL.
1 in 5 clients is a nonprofit organization
10% of our fees support their nonprofit
Free services for military personnel
Are you ready to
Chepenik Financial has joined OneDigital, one of the nation’s leading strategic advisory firms. We look forward to serving you at a whole new level.
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Chepenik Financial are not affiliated with Triad Advisors, LLC. Broker Check by FINRA.