Resonate, Inc. Email Format
Financial ServicesOhio, United States2-10 Employees
Resonate, Inc. operates in the financial services sector, providing planning that blends quantitative analysis with qualitative understanding to tailor strategies for each client. The firm emphasizes a relationship-driven process, seeking to grasp clients’ current situations, objectives, preferences, and values to inform financial decisions from the first conversation. Its client base includes individuals and couples pursuing retirement and estate planning, intergenerational strategies, planning for same-sex couples, and transformational philanthropy, along with support for widows, health events, and aging. The practice presents a holistic approach that aligns financial decisions with broader life dimensions. Based in Cincinnati, the firm maintains a small team and delivers fee-based planning through Resonate Advisors, Inc., with securities and third-party management provided by ValMark entities, while remaining independent of those firms.