Resource 1

Resource 1

Resource 1 was founded in Norfolk, Virginia in 2005 by Michelle L. Hoesly, a Chartered Life Underwriter and Master of Science in Financial Services. The firm operates as a registered investment advisor serving individuals, high-net-worth families, corporate accounts, and institutions, with a public identity anchored to multi-generational wealth preservation for business owners and their employees. The firm's service model blends three distinct verticals. Its personal-solutions practice coordinates tax, legal, investment, and employee-benefits disciplines under a single advisory team. Its business-solutions practice focuses on qualified retirement plans, where the firm describes its 401(k) and 403(b) capabilities as a core differentiator. A standalone distribution practice assists clients with retirement-income strategies. Resource 1 does not publicly disclose specific portfolio holdings, co-investments, or external manager relationships. Resource 1 operates from a single office in Norfolk and lists three team members on its public website: Michelle Hoesly, Matthew Hoesly, and Sara Galvin. The firm has not publicized firm-wide assets under management, total deployment figures, or adjacent investment vehicles such as philanthropic foundations or club memberships. No dated operational announcements — fund closes, leadership transitions, or strategy expansions — appear in its public record within the last 24 months. Structurally, Resource 1 departs from standard multi-family offices by wrapping retirement-plan sponsorship directly around its private-client wealth-management chassis. The firm markets its ability to translate, align, and anticipate decisions across tax, legal, and benefits domains for closely held business owners — a positioning that blurs the line between personal financial planning and corporate retirement-plan administration in a way few RIAs replicate.