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Why Resolute?

A trusted advisor.

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At Resolute, we help individuals and families make smarter financial decisions through comprehensive, forward-thinking wealth management. Founded in 2017 and based in Northwest Ohio, we guide clients through life’s key transitions—retirement, business sales, inheritance, and more—by aligning investment strategies, tax strategy, estate planning, and legacy preservation with long-term goals.

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What Sets Us Apart

✅ Team-Based Approach for Long-Term Support

We operate as a team—not a one-advisor model—so you receive consistent, reliable service that supports your goals well beyond any one advisor’s tenure. Our approach is built around ongoing care for both everyday needs and multi-generational planning.

✅ Integrated, Full-Service Planning

From year-round tax guidance and charitable giving strategies to alternative investment opportunities and estate planning, your plan is aligned with your long-term vision and included as part of our ongoing relationship—not treated as optional add-ons.

✅ Technology That Fits Your Needs

You get secure, on-demand access to your financial information, planning output, and updates. Whether you prefer high-level snapshots or detailed information and insights, we tailor your experience to fit your needs.

✅ Strong
Partnerships

We work closely with a trusted network of local CPAs, estate attorneys, and insurance professionals to create a coordinated advisory circle—to help you make intentional, coordinated financial decisions that are built around your family’s future.

Our Mission

At Resolute, relationships come first. We believe wealth planning should empower individuals and families to make decisions with confidence, not confusion or pressure.

What Clients Say About Working With Resolute

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Why “Resolute”?

Our name reflects our steadfast approach—purposeful, determined, unwavering. We don’t follow trends or rely on flashy tactics. Our recommendations are grounded in your goals and long-term plan—not emotion or market noise. We help families create plans—with intention and continuity across generations.

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Frequently Asked Questions About Resolute

What makes Resolute different from a large national financial firm?
Resolute offers a more personal advisory relationship with a team that knows the people and communities it serves. The goal is not to serve the most households possible, but to provide coordinated guidance and personal attention over time.
What does it mean that Resolute is an independent registered investment advisor, or RIA?
As an independent registered investment advisor, Resolute provides financial advice based on the client’s goals, situation, and broader financial plan. This means the firm is not limited to a specific company’s investment products when developing recommendations for advisory clients.
Is Resolute a fiduciary?
Yes. As a registered investment advisor, Resolute has a fiduciary obligation when providing advisory services. This means the firm is required to act in the best interest of its advisory clients.
How does Resolute coordinate financial planning with my CPA, attorney, or other advisors?
Financial decisions often overlap across investments, taxes, estate planning, income, insurance, charitable giving, and business considerations. When appropriate, Resolute can coordinate with your CPA, attorney, or other professional advisors to help keep planning conversations aligned while each professional remains focused on their area of expertise.
How does Resolute maintain personal attention as the firm grows?
Resolute is intentional about the number of client relationships each advisor supports. This helps the team stay connected to clients, understand their needs, and provide personal, thoughtful guidance as circumstances evolve over time.
How are Resolute’s fees structured?

Resolute’s fees can depend on the scope of the relationship, the complexity of the planning needs, and the services provided. Some relationships may use an asset-based fee, while others may be structured as a fixed-fee engagement when appropriate.

Learn more about how our fees are structured.

Who may not be the right fit for Resolute?
Resolute may not be the right fit for someone looking only for a quick transaction, a one-time product recommendation, or a do-it-yourself investment platform. The firm is typically best suited for clients who value an ongoing advisory relationship, coordinated planning, and thoughtful decision-making.

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