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 for 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. 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 increased its presence in the seacoast of NH, southern ME, and the Merrimack Valley of MA.
The company culture from Day 1 was to put the client first, always. Income came from clients only. Investment selection strategies saved clients money. Clients benefited from the combination of financial planning, and tax and investment management, done objectively. And the firm grew.