January 10th, 2023
Madison, Wis. - Resonant Capital Advisors, an independent registered investment advisory (RIA) firm with more than $1 billion of assets under management (AUM), has opened a new office in Brookfield, Wisconsin, a suburb of Milwaukee.
The independently-owned firm has added Milwaukee area-based advisors to its growing team of 15 employees. Thomas (T.J.) Marini, an experienced financial services executive, and Josh Koeck, a family office leader, are the first Resonant employees in the firm’s Brookfield office.
“We have grown quickly since we launched our advisory business 4 years ago in Madison and we see a natural opportunity to expand with a physical location in Milwaukee, where a growing number of our existing and new clients are located,” said Ben Dickey, President and one of the founders of Resonant Capital Advisors. “This expansion also allows us to attract additional talented professionals to serve our clients with independent investment, planning and advisory services.”
Resonant Capital, which launched in 2018 with 5 team members, recently surpassed $1.3 billion of client assets under management. The firm’s clientele is concentrated primarily in its home state of Wisconsin, but has also expanded to serve clients located around the United States.
Resonant serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses, entrepreneurs, and practice- or firm-owning professionals. In addition to planning and investment solutions, Resonant provides business transition planning, outsourced chief investment officer services and coordination with outside service providers including tax, legal, banking and insurance professionals.
“Our founders set out with a vision to bring wealth management advice to our clients in a unique and highly-competitive way. We are excited to continue expanding this vision further into Wisconsin’s largest market with a new Resonant office,” Dickey said.
About Resonant Capital Advisors: Resonant Capital Advisors is a Registered Investment Advisor (RIA) based in Madison, Wisconsin and founded in 2018. More information on Resonant can be found at www.resonantcapital.com.