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Resurgent Advisors

Updated today

Client AUM

$350,210,668

Clients

379

Advisors

6

across 5 offices

About

Resurgent Financial Advisors is a seven-advisor team managing roughly $355 million that serves individuals and families, high net worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm provides financial planning, ongoing investment management, analysis and monitoring, and also advises on legacy positions, retirement planning, tax optimization and cash flow planning.

Investment decisions are guided primarily by fundamental analysis and implemented through mutual funds, ETFs, selected Sub‑Advisors, and, where appropriate, individual securities, REITs and privately placed alternative investments. Resurgent manages accounts on both a discretionary and non‑discretionary basis, develops investment policy statements with clients, and offers participant account management for held‑away employer retirement plan accounts using the third‑party Pontera platform.

Compared with many peer teams, Resurgent maintains a multi‑office footprint (ten offices) and has recently disclosed material changes in its ADV, including an update to its main office and the addition of Participant Account Management Services. The brochure also notes the firm’s use of Sub‑Advisors and the firm’s advisors’ capacity to sell insurance products, which may introduce additional compensation streams that clients should consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments

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Fee options

Fixed

Fixed fees may be charged for financial planning services; specific amounts not stated.

Percentage

Up to 2.25% annually (tiered, negotiable)

Commissions

Insurance commissions earned by licensed investment advisors; amounts not specified.

Project-based

Hourly fees may be charged for financial planning services; specific rates not stated.

Other

Fee-only: Fixed or hourly fees for financial planning services; specific amounts not stated in brochure.

Main office

600 Embassy Row, Suite 108

Atlanta GA 30328, United States

Most active in

Alabama · California · Florida · Georgia · Kentucky · Louisiana · Michigan · North Carolina · South Carolina · Texas

Also doing business as

3 G Wealth Management · Bey Douglas Investment Counsel · East Franklin Capital · Encompass Financial Advisors · Peachtree College Planning · Peachtree Financial Group · Resurgent Advisors · Resurgent Financial Advisors LLC · Sutter Wealth Management · Taylor Wealth · Triple Gate Advisors · Triple Gate Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Advisors in Danville, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Encompass Financial Advisors, STIFEL, J.J.B. Hilliard, W.L. Lyons, and Comprehensive Asset Management & Servicing. Outside of finance, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm emphasizes fundamental analysis and utilizes a range of investment vehicles, including mutual funds, ETFs, sub-advisors, individual securities, REITs, and privately placed alternatives, providing both discretionary and non-discretionary account management.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Matthew P

Series 65

Chapel Hill, NC

Resurgent Advisors

Matthew Pohlman is a financial advisor at Resurgent Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Resurgent Financial Advisors LLC since 2021, following nine years at East Franklin Capital. Outside of his advisory role, he serves as a financial officer and board member of Pohlman CPA, PA, where he provides annual review and management guidance unrelated to investment activities. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management services tailored to each client. The firm’s investment approach is based on fundamental analysis, with portfolios typically composed of mutual funds, ETFs, and allocations to independent sub-advisors, managed on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Daniel T

CFP®

Greenville, NC

Resurgent Advisors

Daniel Taylor Jr. is a CFP® professional with nine years of industry experience, currently serving at Resurgent Advisors. His prior experience includes roles at Great Lakes Atlantic Wealth Management and Advisory Partners and Raymond James Financial Services Advisors. Outside of his advisory work, he is involved in community organizations such as the North Carolina Foundation for Christian Ministries and serves as chairman of the Farmville Dogwood Festival town board. He also teaches as an adjunct instructor at Pitt Community College. Resurgent Advisors is a seven-advisor team managing approximately $355 million for individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and investment management guided by fundamental analysis, utilizing mutual funds, ETFs, Sub-Advisors, and other investment vehicles across discretionary and non-discretionary accounts.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

William G

Series 63, Series 66

Fennville, MI

Resurgent Advisors

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business, exhibiting his work in galleries and museums. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning and investment management using a fundamental analysis approach, employing mutual funds, ETFs, selected Sub-Advisors, and other investment vehicles.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

James H

Series 66

Atlanta, GA

Resurgent Advisors

James Hamilton III is a financial advisor at Resurgent Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Raymond James & Associates from 2013 to 2026. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, typically including mutual funds, ETFs, and allocations to independent Sub-Advisors.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
View complete list of advisors at this firm
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