A complete list of active advisors currently associated with Resilient Financial Solutions

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

Resilient Financial Solutions LLC is a fee-only registered investment adviser founded in 2024 that provides discretionary investment management and both ongoing and project-based financial planning to individuals and small business clients. As of December 2025 the firm reported $803,000 in discretionary assets under management and serves a very small client base (four clients), and it delivers planning reports and individualized investment policy guidance as part of its services. The firm emphasizes asset-allocation-driven portfolios and employs a blend of passive and active strategies, drawing on fundamental and cyclical analysis as well as modern portfolio theory to set target allocations. RFS typically manages client accounts on a discretionary basis, may engage third‑party outside managers, and allows reasonable client-imposed investment restrictions when requested in writing. Notable features relative to peers include the firm’s very small scale and recent registration combined with a sole principal who brings an engineering and defense-sector program management background plus recent CFP‑level credentialing, and who discloses a separate business activity that the brochure says occupies a substantial portion of trading‑hour time but can be adjusted. The firm also states it implements client trades on an individual basis rather than using aggregated or block trading and does not provide written performance reports beyond custodial statements.

To learn more about the advisors currently working at Resilient Financial Solutions, 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.