# Resource 1

Resource 1 is a RIA based in Birmingham, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** 1999 Waterside Drive, Suite 435, Norfolk, VA 23510, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** r1advisor.com
- **LinkedIn:** https://www.linkedin.com/company/resource-1

## About

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.

## People

- Michelle L. Hoesly — President
- Matthew T. Hoesly — Principal
- Sara Galvin — Office Manager

## Questions

### Who runs investment decisions at Resource 1?

The firm's public website names Michelle L. Hoesly as the lead professional, with designations including CLU, ChFC, and MSFS. Matthew T. Hoesly, who holds CFP, ChFC, and MSFS credentials, is the second named principal. Resource 1 does not disclose its investment committee structure or whether it delegates discretion to external managers.

### What investment stages or asset classes does Resource 1 typically target?

Resource 1 does not publicly break out its asset-allocation model or target any specific stage. Its public materials frame the offering around retirement-plan management, tax planning, and cash-flow planning, with no disclosure of private-market, venture, or direct-investment activities.

### What is Resource 1's known posture on co-investments alongside external GPs?

The firm has not disclosed any co-investment program, direct-deal activity, or fund-commitment strategy. All publicly visible services center on personal financial planning, retirement-plan administration, and investment advisory for individuals and institutions, with no indication of private-fund or direct co-investment operations.

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Last updated: 2026-06-03T20:00:00.000Z

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