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

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

Resonance Financial provides asset management, retirement-focused financial planning, and project-based consulting to a mix of individuals, trusts, foundations and other charitable or institutional clients, as well as small businesses and churches. Services include portfolio management, preparation of written investment policy statements, and ad hoc consulting engagements. The firm’s investment process relies on fundamental analysis, using a mix of long- and short-term purchases and periodic rebalancing to maintain target allocations, and it typically manages accounts on a discretionary basis under written agreements. It can develop formal IPS documents, works with an independent custodian, and delivers quarterly account and performance reporting. What is distinctive relative to many peers is the active inclusion of charitable organizations, foundations and endowments in the client roster — a client type that is uncommon for independent firms of this size. The lead adviser holds the CFA charter and brings prior institutional portfolio management experience, and the firm supplements ongoing advisory relationships with project-based consulting and hourly financial planning.

To learn more about the advisors currently working at Resonance 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.

Name	Location	Years of experience
Jason Self	Cedar Park, TX	12

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