A complete list of active advisors currently associated with Resolve Financial, LLC

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

Resolve Financial, LLC is a small independent advisory firm that provides portfolio management and financial planning services to individuals, estates, retirement plans and trusts. Portfolio management is delivered through a third‑party platform that handles account administration, trade execution and reporting, while financial planning is offered on an hourly basis. The firm’s investment approach relies on Modern Portfolio Theory and an efficient‑market orientation, with portfolios constructed to capture broad market returns and factor exposures (including emphasis on stocks, small‑company and value factors) using institutional no‑load mutual funds, ETFs and global diversification. Portfolios are periodically reviewed and can be rebalanced automatically on a quarterly basis to maintain target allocations aligned with clients’ risk profiles and investment plans. Distinctive features include managing virtually all assets on a non‑discretionary basis, a practice that is uncommon among independent advisors of this type, and implementing portfolios via a bundled or unbundled third‑party program that uses Dimensional sub‑advised funds. The firm operates as a solo practitioner with a small client base and does not accept proxy‑voting authority; it also maintains insurance licensure that can create conflicts of interest when insurance products are recommended.

To learn more about the advisors currently working at Resolve Financial, LLC, 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.