A complete list of active advisors currently associated with Resolved Financial

Warmer can help you find a great advisor at Resolved Financial or one who fits your needs even better.

Resolved Financial primarily serves individual and high‑net‑worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time‑limited financial coaching. The firm manages client accounts with written investment policy statements and generally charges asset‑based advisory fees for ongoing portfolio oversight. Investment decisions combine fundamental, technical, and cyclical analysis and are implemented through long‑term and short‑term trading, including options strategies, with trading authority typically granted on a discretionary basis. The firm supplements its traditional research with third‑party analytical tools — including AI and large language models — which are used to augment, not replace, advisor judgment. Compared with many peers, several of the firm’s representatives are licensed insurance agents and engage in the sale and maintenance of commissionable insurance and variable products, a business activity the firm discloses and manages as a potential conflict of interest. The firm also runs all asset management in‑house rather than selecting outside managers and offers a defined, limited‑term coaching program with installment payment rules.

To learn more about the advisors currently working at Resolved Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Zachariah Baker	Winston Salem, NC	3
Tyler Schweigert	Winston Salem, NC	8
Benjamin Shamberger	Winston Salem, NC	12

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