Focused on our clients and their future
Relationships are at the center of what we do
Resurgent Financial Advisors was created to help our clients achieve their financial goals. We are a registered investment advisory firm that works with individuals and families to develop tailored financial plans and investment advice and to monitor progress toward goals. As fiduciaries, we are required to act in our clients’ best interests at all times. What you can expect from us:
We provide a safe and supportive environment in which our clients may share information confidently, knowing that it will not be shared outside a trusted team.
We have a process-driven approach when working with our clients to ensure that our recommendations will be based on accurate, comprehensive knowledge.
We are committed to bringing the right expertise to each client’s situation. We take a team approach, using resources from across our firm, as needed.
As a fiduciary, we are bound to act in the best interests of our clients. We believe that transparency in our fees, our recommendations and our results is paramount.
As we seek to become a trusted advisor to each client, we must communicate clearly and effectively with our clients in a manner and frequency defined by each client.
The nuances of financial planning can be confusing. We are committed to explaining such matters fully and to the point of client satisfaction and understanding.
We Are Client-Focused
At Resurgent Financial Advisors, we have a disciplined process for guiding our clients, and we take a team approach in developing client solutions, using expertise from across our firm.
Our Only Product:
All firm partners have at least 15 years experience and hold advanced industry professional designations in addition to degrees in finance and economics.