A complete list of active advisors currently associated with Resilient Wealth

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

Resilient Wealth provides investment management services to pooled vehicles and institutional clients and offers financial planning and consulting support to other financial advisors, trusts, estates, and businesses under written agreements. Services include discretionary portfolio construction and ongoing investment supervision as well as project-based or perpetual financial planning engagements. The firm’s investment approach is primarily long-term, combining fundamental and technical analysis to build diversified portfolios that emphasize low-cost mutual funds and ETFs while using individual securities when appropriate; it applies an internal due diligence process and may rebalance or trade short-term to meet client objectives. Resilient Wealth monitors accounts on a regular basis, implements strategic asset allocation and portfolio-level adjustments, and may retain legacy positions for tax or fit reasons. Distinctive aspects disclosed in the brochure include a business model oriented toward serving other advisors and institutional clients (the firm reported no assets under management as of December 31, 2024) and providing planning hours to advisors rather than direct engagement with end-clients. The firm’s principal also conducts separate consulting and training businesses (including work with R.C. Whatley and Pinger Systems), and Resilient Wealth participates on institutional platforms (Altruist and Schwab), receiving software and support benefits that the brochure notes create potential conflicts of interest.

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