Resonance Financial, LLC

Overview

Resonance Financial, LLC is a small independent registered investment adviser focused on serving individual, family and select institutional clients with financial planning and portfolio management. The firm tilts toward discretionary management and has a clear preference for equity exposure: exchange-traded equities represent the single largest asset type on its books. Its business model combines percentage-of-AUM billing with hourly and fixed-fee services, which supports both ongoing portfolio management relationships and project-based financial planning. Resonance Financial does not position itself as a capital allocator or a pension consultant, and it is not identified as an active ESG investor. Given the reported client counts and account sizes, the firm serves a high-net-worth client base and structures portfolios to balance liquid public market exposure with less liquid third‑party alternative investments and insurance/annuity solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices