Chepenik Financial
Financial ServicesFlorida, United States11-50 Employees
Chepenik Financial is a family-owned financial services firm based in Orlando, Florida, offering investment guidance and access to securities through affiliated partners. Securities are offered through Triad Advisors, LLC (member FINRA/SIPC) and investment advice is provided by Resources Investment Advisors, Inc., an SEC-registered adviser. The firm emphasizes a personalized approach to guiding clients through significant business and life decisions. Its client base includes individuals and businesses seeking comprehensive financial planning within the Central Florida region, and the firm positions itself as a steady partner for long-term decisions. A notable development in recent years is that Chepenik Financial was part of a sale that integrated it with Resources Investment Advisors, with subsequent reporting noting an acquisition by OneDigital in 2022.