Resolute Financial welcomes Azimuth Financial in merger
Posted June 27, 2016
Azimuth Financial Planning merging with Resolute Financial
Newburyport, MA – May 2016
The wealth management firms Resolute Financial, LLC and Azimuth Financial Planning, LLC are pleased to announce they are merging their operations. The merger will result in the largest registered Fee-Only financial planning firm between Boston and southern New Hampshire, with offices in Newburyport, Chelmsford, and Lynnfield, Massachusetts along with Dover and Portsmouth New Hampshire. The combined firm which will retain the Resolute Financial name, and will provide financial planning services to over 250 clients and have over $180 million in assets under management.
Once the merger is complete the firm will employ six Certified Financial PlannersTM with a combined 80 years of financial planning experience. Each of the firm’s planners work in a Fee-Only manner and are members of the National Association of Personal Financial Advisors (NAPFA). NAPFA members receive no commissions or other rewards, because there is no selling of financial products. All NAPFA members must sign a Fiduciary Oath, stating that they explicitly promise to “to place the clients’ interests first.”
Several members of the Resolute Financial team are listed as a Five Star Wealth Manager in New Hampshire and Massachusetts, and have appeared on Public Television, and in publications such as the Boston Globe, the Baltimore Sun, and the Dow Jones newswire.
In 2015 Resolute Financial was named to Financial Advisor magazine’s list of leading Independent Financial Advisory firms for the fifth consecutive year.
For further information contact:
Chuck Johnson, CFP®
Resolute Financial LLC
“We put your interests first” ™ a registered trademark of Resolute Financial LLC