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Combination of Culturally Aligned Firms Strengthens Independent Financial Advisory Offerings for Client Families & Businesses in Wisconsin and Beyond
MADISON & MILWAUKEE, July 18, 2025 – The leaders of Resonant Capital Advisors, LLC (“Resonant”) and QBCo Advisory, LLC (“QBCo”) announced today that they have combined their firms. The partnership unites two independent and entrepreneurial Wisconsin-based firms providing planning, investment advisory, tax and consulting services to successful client families and businesses with a shared vision of building Wisconsin’s premier independent financial advisory enterprise.
Resonant was founded in 2018 with the vision of creating an independent Registered Investment Advisor (RIA) firm that was built to meet the needs of clients and colleagues across generations. Resonant has grown from five employees in its Madison headquarters at inception to twenty-two professionals in Madison and Milwaukee today. At the end of 2024, Resonant served 539 clients, providing financial planning service to more than half, and managing over $2.2 billion in discretionary and non-discretionary assets.
QBCo is a tax, advisory and consulting firm located in Brookfield, Wisconsin. Founders Tony Berndt, Kathy Rotta, John Himmelspach and the entire QBCo team have decades of experience providing high quality tax and consulting services specifically to privately owned businesses, successful individuals and their families. Like Resonant, QBCo has grown rapidly as clients have embraced its focus on exceptional client service and helping clients achieve their strategic goals with creative solutions. QBCo is a full service accounting and advisory firm providing tax compliance, tax planning, succession planning, quality of earnings studies, valuations and other related services.
“At Resonant, we pride ourselves on our deep relationships with clients. In recent years they have consistently requested that we provide more tax-related services for them. Given the mutual relationships, similar history of independence and strong relationship we already had with Tony, his team and our mutual clients, this combination was a logical and natural fit. We are excited to combine our firms and continue to build for the future” said Resonant President and CEO Ben Dickey.
“QBCo is excited to join forces with Resonant. Resonant and QBCo share similar values, and have the shared vision of providing exceptional client service toward a goal of creating the premier independent financial advisory firm in Wisconsin and beyond. Our combined advisory offerings will increase resources and produce more robust solutions for clients.
Our shared culture and vision will create opportunities for success for our collective team of professionals,” said QBCo Managing Partner Tony Berndt.
The transaction closed on May 31st, 2025 and terms were not disclosed.
About Resonant – Resonant is an independent, employee-owned Registered Investment Advisor (RIA) firm headquartered in Madison, Wisconsin that provides financial planning, investment and advisory solutions to clients in Wisconsin and beyond. The firm specializes in serving highly successful client families and business owners across generations.
About QBCo - QBCo Advisory, LLC and its subsidiary entities provide professional services through an alternative firm structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. The firm specializes in serving family-owned and private equity-sponsored companies and highly successful families across generations.
Media Contact Requests:
info@resonantcapital.com
info@qbcompany.com
