To meet your investment goals, an experienced and skilled investment advisor can help create investment strategies based on your unique life situation. Resonate strives to meet the highest industry standards for financial planning and investment management. In addition, we bring your wealth and life purpose together, which we believe is how you successfully grow wealth and well-being simultaneously.
Your level of comfort, understanding, and assurance takes precedence at Resonate.
We find that financial wealth is most fulfilling when it integrates with and supports one’s richness of life. That is why Resonate’s approach blends quantitative and qualitative financial planning as we offer unique, personalized strategies to help clarify and achieve meaningful and life-enhancing financial objectives as defined by each client.
Unlike most other financial advisors, the Resonate process is focused on more than numbers. We think of money as a means of fulfilling your life purpose and create integrated plans that meld who you are (values and life purpose) with what you have, through a process that is flexible and customized to you.
We start by gaining a clear understanding of who you are, what matters most (and least) to you and the level of finances you have with which to work.
As you may or may not know, Resonate has extensive experience working with individuals, couples and families facing dementia and Alzheimer’s. We have a special compassion which stems from twelve years of personal experience with my own father. Therefore, we are constantly watching for the latest from thought-leaders in this space. I hope you fine […]
As more people flock to low-fee funds and inexpensive investment advice — including robo-advisors and target-date funds — investors need to be mindful that there are other potential leaks in their portfolios. “There are a lot of inefficiencies in money management, and in fact, those inefficiencies collectively are actually much more impactful on your long-term […]
Based on the continuing market volatility, I thought that you might find market perspectives from various economists and portfolio managers employed by the Capital Group to be encouraging. (Many of you will recognize the name of the Capital Group’s subsidiary – The American Funds.) Founded in Los Angeles, California in 1931, the Capital Group ranks […]
Chances are you know there is a sea change going on in the retail industry. But you may not realize how far and how fast the online tide is rising. Singularity University founder Peter Diamandis invites you to recall the powerful retail networks created by Sears, J.C. Penney and Macy’s. Since 2006, the stock value […]
While the title of the original article referenced for this blog is “How to Argue” and cites what I hope you will find to be interesting information, I also think the content is relevant to “How to Live”. If each of us would release the position of “Both sides are assuming that the other person is […]
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8837 Chapelsquare Drive
Cincinnati, OH 45249
Phone: (513) 605-2500
Fax: (513) 605-2505
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Advisers, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).
Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.