Insights

Strategic Partnership Recent collaboration with EP Wealth Advisors suggests Resolute Financial is open to alliance-driven growth and may welcome more RIA partnerships to expand client base and service offerings.

Growth Opportunity Revenue range indicates a small firm with potential scale needs; explore scalable advisory platforms, back-office support, and compliance tools to accelerate growth for multi-family office style services.

Geo Expansion Presence in multiple New England locations plus NH signals a regional footprint; prospect strategies could target nearby affluent markets with tailored retirement planning and tax-efficiency services.

Tech Enablement Utilizes basic web forms and reCAPTCHA; there is opportunity to propose modern client onboarding, CRM, financial planning software, and data security upgrades to enhance client experience.

Market Position As a fee-only advisory with a lean team, position potential solutions around practice management, digital marketing for client acquisition, and scalable advisory models to compete with mid-sized incumbents.

Similar companies to Resolute Financial Llc

Resolute Financial Llc Tech Stack

Resolute Financial Llc uses 3 technology products and services including reCAPTCHA, Bootstrap, Gravity Forms, and more. Explore Resolute Financial Llc's tech stack below.

  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Gravity Forms
    Web Platform Extensions

Resolute Financial Llc's Email Address Formats

Resolute Financial Llc uses at least 2 email formats:
Resolute Financial Llc Email FormatsExamplePercentage
First@resolutefinancial.comJohn@resolutefinancial.com
67%
F.Last@resolutefinancial.comJ.Doe@resolutefinancial.com
33%

Frequently Asked Questions

What is Resolute Financial Llc's phone number?

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You can contact Resolute Financial Llc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Resolute Financial Llc's official website and social media links?

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Resolute Financial Llc's official website is resolutefinancial.com and has social profiles on LinkedIn.

How much revenue does Resolute Financial Llc generate?

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As of September 2026, Resolute Financial Llc's annual revenue is estimated to be $1M - $10M.

What is Resolute Financial Llc's SIC code and NAICS code?

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Resolute Financial Llc's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Resolute Financial Llc have currently?

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As of September 2026, Resolute Financial Llc has approximately 2 employees across 1 continents, including North America. Key team members include Principal: B. R., Principal: T. D. and Certified Financial Planner @tm: G. P. Explore Resolute Financial Llc's employee directory with LeadIQ.

What industry does Resolute Financial Llc belong to?

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Resolute Financial Llc operates in the Financial Services industry.

What technology does Resolute Financial Llc use?

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Resolute Financial Llc's tech stack includes reCAPTCHA, Bootstrap and Gravity Forms.

What is Resolute Financial Llc's email format?

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Resolute Financial Llc's email format typically follows the pattern of First@resolutefinancial.com. Find more Resolute Financial Llc email formats with LeadIQ.

When was Resolute Financial Llc founded?

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Resolute Financial Llc was founded in 2003.
Resolute Financial Llc logo

Resolute Financial Llc

Financial ServicesMassachusetts, United States2-10 Employees

Resolute Financial LLC operates as a fee-only financial advisory firm in the financial services sector, offering guidance to individuals seeking financial independence. Based in Newburyport, Massachusetts, with a presence in nearby communities, the firm emphasizes independent planning and personalized advisory services for clients, helping them navigate financial decisions without commission-based conflicts. The company serves a small professional team and appears to operate across multiple New England locales, including Newburyport, Wakefield, and Chelmsford, MA, as well as Portsmouth, NH. In February 2023, Resolute Financial entered a partnership with EP Wealth Advisors, a development that reflects collaboration within the independent advisory space to enhance integrated financial planning, investment management, and related planning services. The company positions itself within the broader financial services industry as a boutique, client-focused advisory practice that aims to support clients in achieving financial autonomy.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Resolute Financial Llc's revenue is estimated to be in the range of $1M - $10M

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