Our Story of Why

Why choose to create a new financial advisory firm, particularly when there are so many already?

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.

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 few, and certainly the largest fee-only firm between Boston and southern New Hampshire.  With 3 offices, 4 CFP^® practitioners, we advise on more than $100M of assets for clients in 15 different states. From the power of a single idea that clients interests should come first, the company is now achieving its vision of cost-effectively meeting the needs of many clients.

We put your interests first.^® We are fiduciaries.