Resolve Financial, LLC

Overview

Resolve Financial, LLC is a small, independent registered investment adviser that focuses on individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates as an owner-managed LLC and acts as a capital allocator, steering client capital into both traditional pooled vehicles and third‑party alternative managers. Services are delivered primarily on a non‑discretionary basis, and fees are charged as a percentage of assets under management and on an hourly basis. Investment activity centers on broadly diversified public funds and mutual funds as the primary building blocks of client portfolios, with selective allocations to alternatives—specifically hedge funds and real estate—executed through external managers. Resolve Financial does not characterize itself as an active ESG investor and is structured to serve a focused, domestic client base rather than a multi‑state or institutional pension clientele.

Assets & Accounts

Investments & Alternatives

Location & Offices