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Welcome! Let's talk independence.

Welcome! Let's talk independence.

It can be intimidating to think about succession planning or breaking out of the wirehouse. Independence with Resonate Wealth Partners comes with a slew of benefits, including: 

  • Transition Planning & Support
  • Ongoing Marketing Support
  • Business Consulting & Strategic Guidance
  • Investment Strategies
  • Financial Planning
  • Compliance Support
  • Advisor Coaching

Complete and submit the form below to take the next step toward Your Future.

Our Story

Our Story

We needed to find a better home for ourselves and our clients - out of the wirehouse. We wanted to be supported by a culture that prioritizes clients’ needs and interests above everything else.

Why LPL?

LPL’s comprehensive support, technology and research, along with their model of transparency and dedication to independence and choice, allows advisors to provide clients with a wide range of diligently evaluated, non-proprietary products. 

As a leader in the retail financial advice market, we are confident that we are being fully supported by a firm who can match our high standards. LPL Financial is the nation’s largest independent broker/dealer* overall and third largest custodian of assets**, supporting over 19,000 independent advisors.

*Based on total revenues, Financial Planning magazine, June 1996 – 2021
**Cerulli Associate, 2019 U.S RIA Marketplace Report

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.