Our Story of Why
In the beginning
Resolute Financial is the story of financial planning pioneers who came to realize that financial services can be provided without the need for selling products. First it was Bob Ryan and Tom Dwyer, working independently in the years leading up to 2000. They formalized a partnership in 2003 to create Resolute Financial, for the purpose of building a larger fee-only financial planning and investment management firm.
At the time, there were few companies like this in the country, but this new kind of company was the only one that could satisfy the need to be “on the same side of the table as the client”. There was a synergy of trust that developed quickly between Resolute advisors and new clients. Also, as a larger company, Resolute could bring more services to clients, and be more responsive to the needs of clients.
In addition to growing organically, the firm has completed three separate acquisitions or mergers over the past six years. In 2011 the firm added George Paquin’s practice, in 2014 the firm acquired Faye Doria’s practice, and in 2016 the firm merged with Azimuth Financial Planning. These additions have added three CERTIFIED FINANCIAL PLANNER™ professionals to the firm’s roster, and increase its presence in southern NH and the Merrimack Valley of MA.
Hard-wired to avoid conflicts of interest
The company culture from Day 1 was to put the client first, always. Income came from clients only. Investment selection strategies saved clients money. Asset allocation strategies proved to be an area of expertise for the company. Clients benefited from the combination of financial planning and investment management, done objectively. And the firm grew.
Today, Resolute Financial is one of the largest NAPFA-Registered fee-only firms in New England north of Boston. With advisors located in four offices, and six CERTIFIED FINANCIAL PLANNER™ professionals, we advise on more than $204M of assets for clients in 16 different states. All this, from the power of a single idea that clients’ interests should come first. Along the way, Resolute Financial is achieving its vision of cost-effectively meeting the needs of clients.
We put your interests first.® We are fiduciaries.