The Resonant Review: Will the Market See its Shadow?
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Madison, Wis. - Resonant Capital Advisors (Resonant), a new Registered Investment Advisory firm made up of experienced and acclaimed advisors specializing in wealth and asset management for high net-worth individuals, families and business owners, launched today in downtown Madison.
Resonant was formed with a leadership team of Walter Dewey, CFA®, Benjamin Dickey and Richard Thompson CFA®, CFP®, all of whom have had longstanding careers in the local financial industry. The firm also launches with several other notable and integral investment and operations professionals.
“Resonant was born from three simple ideas: align our interests with clients in every possible way, leverage great people and technology to enhance customer service in financial planning, investment and wealth management and finally, to bring innovative investment opportunities to our clients,” said Resonant President Ben Dickey. “We are fortunate that other talented professionals wanted to help us make this vision a reality. We’ve tried to create a service model centered around our clients’ lives. We are excited to have this opportunity to serve our clients and our community as owners of our own independent firm.”
Resonant offers financial advisory, planning, asset and wealth management services for individual and institutional clients. The firm also provides customized investment solutions for individual and institutional clients, including:
- Philanthropic planning and investment management of charitable entity assets;
- Retirement & cash flow planning;
- Estate liquidity planning;
- Family history, legacy & business transition/succession planning;
- 401(k) plan advisory services;
- Automated investment management (Robo-advisory) services;
- Alternative investment analysis & investment opportunities;
- Outsourced Chief Investment Officer & Family Office Services;
- State-of-the-art reporting technology to provide clients with real-time insight into their balance sheets.
Dewey and Dickey have worked closely together for over 10 years, most recently at Madison Investment Advisors. Thompson served as Chief Investment Officer at First Business Bank, a title he will retain at Resonant. Joining Dewey, Dickey and Thompson are Dan Blake (COO), James Genske, CFA® (Director of Research), and Barb Herro (Client Service Leader).
About Resonant Capital Advisors: Resonant Capital Advisors is a Registered Investment Advisor (RIA) based in Madison, Wisconsin and founded in 2018. 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.
