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Tailored Wealth Management to Build Your Timeless Legacy

Resolute Wealth Advisor helps align plans with long-term goals, offering a personal perspective on wealth—your partner for retirement, business transitions, and legacy planning.

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Manage Your Wealth in Northwest Ohio

Resolute serves individuals, families, and organizations across Northwest Ohio who value intentional planning and a long-term perspective. Our clients are rooted in industries and communities shaped by hard work, stewardship, and a desire to make a lasting impact.

As your personal wealth advisor, we craft tailored, multigenerational plans designed to support a smooth transition of your hard-earned assets, consider your tax situation, and help you plan for your financial future. We pride ourselves on demystifying complex wealth concepts so that you have a clear understanding of how your money can work for you.

Who We Serve

Supporting individuals, organizations, and missions

Individuals & Families

Personal financial planning and investment guidance shaped around your needs and priorities.

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Corporations

Retirement plan consulting and fiduciary support for employers and plan sponsors navigating ongoing responsibilities.
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Nonprofits

Investment oversight and advisory support for nonprofit organizations focused on stewardship and long-term mission sustainability.
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Begin with a 15 minute phone call…

and we’ll guide you through our process that includes three meetings, tailoring a plan aligned with your financial goals.

Define Your Needs

In our Discovery Meeting, you’ll bring your documents and questions while we dive deep into your needs, values, relationships, assets, and lifelong dreams.

Craft a Strategy

Next, we’ll present to you our initial recommended planning and investment strategies — there are no affiliated fees until you decide to work with us.

Launch Your Journey

When you’re ready, we’ll formalize our partnership, collect documents, and open up accounts during the Mutual Commitment Meeting.

Chart the Course

In our Advanced Planning Session, we’ll finalize your onboarding and go over your wealth management plan to map out a path to lasting wealth.
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Learn More About Our Process

What Our Clients Are Saying

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Great Team of Professional Financial Advisors

Working with the team at Resolute Wealth Advisor has been a great experience. Their knowledge and thoughtful advice have given me confidence in my long-term financial plan. They take the time to explain things clearly, answer my questions, and always make me feel like my goals are the priority. I truly appreciate their guidance and would highly recommend them to anyone looking for a team of knowledgeable, trustworthy, and dedicated financial professionals.

Deb Anderson
Received via Wealthtender: August 3, 2026

Friendly, caring, understanding and GREAT professionals

We have been with Resolute Wealth Advisors for 5 years or so. Having watched the care and attention given to a family member who became an unexpected and early widow, we knew we needed to move to Resolute. We are very happy with the relationship and the results of our investments and have recommended others to consider Resolute … and some have!

Mike Reser
Received via Wealthtender: July 18, 2026

Ressolute Wealth Advisor

I have been with Resolute for 15 years. I feel confident that the guidence they give me is knowledgable and is what works in my best interest. I give zero thought to going to another firm. I would recommend Resolute to anyone.

Karen Hostetler
Received via Wealthtender: August 1, 2026

Service is top shelf.

Always available when I need them.They always answer my questions so I can understand the answer.Very proactive in their approach so I know as a client my account is being well managed.

Larry Montz
Received via Wealthtender: July 18, 2026

great service

Great service, everything is taken care of quickly and accurately.

Rick Lucius
Received via Wealthtender: July 18, 2026

The Complete Package

We have been clients of Resolute for many years and have total confidence that the strategy we have agreed upon to manage our investments is right on track. We touch base a couple of times a year and it’s like meeting with family. We couldn’t ask for better service. Thank you to the entire team.

Anonymous
Received via Wealthtender: July 18, 2026

    Testimonials were provided by current Resolute Wealth Advisor clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the testimonials. A complete list of reviews is available on our website.

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    Experienced Advisors, Local Perspective —
    Serving Communities Across Northwest Ohio

    Each of our highly qualified advisors specializes in different areas of wealth management, providing guidance tailored to your needs.

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