Chapel Hill, NC Office

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.