Resolute Financial George

What Resolute Financial George does

EP Wealth Advisors is an independent, fee-only registered investment advisory firm headquartered in the United States that delivers comprehensive wealth management services to high net worth individuals and families, as well as targeted client verticals including federal employees, professional athletes, women investors (particularly those in life transitions), business owners, and individuals navigating divorce. The firm reports $44.1B+ in assets under management as of 03/31/26 and operates through 60+ offices nationwide with a staff of 600+ professionals. Service is delivered through a Dedicated Wealth Team model led by an assigned financial advisor and supported by CFPs, tax professionals, estate specialists, and portfolio managers. The firm operates as a fiduciary with a fee-only compensation structure, meaning revenue is generated through advisory fees (likely AUM-based) rather than commissions.

The firm's product portfolio is organized as an interconnected suite: Financial Planning serves as the holistic foundation integrating cash flow, retirement, tax, estate, and investment considerations, while Investment Management, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Financial Planning, Family Office Services, and High Net Worth Advisor services extend the offering into specialized domains. Sub-services include Tax Loss Harvesting, Charitable Giving Strategies, 403(b)/401(k) Plans, Buy-Sell Agreements, Business Succession Planning, and Certified Divorce Financial Analysis. No proprietary technology platform is disclosed in available source material; client-facing tools appear to rely on third-party platforms (Tamarac, Envestnet/EMA) for portal access and statements.

EP Wealth's go-to-market is sales-led and advisor-driven, with a horizontal segmentation approach that targets multiple HNW personas rather than a single niche. Marketing channels include content marketing, weekly newsletters, events/webinars, a multimedia platform (EP Wealth Media), and earned media placements in major financial publications. The firm has been recognized by Barron's, Forbes, USA Today, Financial Planning, RIA Channel, and Inc. Magazine (Inc. 5000 in 2025), reinforcing its brand among HNW prospects. Customer concentration is low by construction since revenue is generated across many individual HNW households rather than a few institutional accounts.

Name

Resolute Financial George

Legal name

EP Wealth Advisors

Website

https://resolutefinancial.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

EP Wealth Advisors is an independent, fee-only registered investment advisory firm providing comprehensive wealth management — financial planning, investment management, retirement, tax, and estate planning — to high net worth individuals and families through a national, advisor-led Dedicated Wealth Team model.

Ownership category

akta.pro rank

Headquarters

HQ city

Newburyport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Advisory Fees (Fee-Only): The firm operates as a fee-only fiduciary, providing objective investment recommendations without commission-based compensation. This suggests revenue is generated through advisory fees, likely based on assets under management (AUM).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Resolute Financial George provides investment management and financial planning services to clients for a fixed fee. The firm delivers ongoing portfolio management alongside structured financial planning engagements as its core deliverables, positioned as a fee-only independent advisory practice rather than a transaction-based brokerage.

Product overview

EP Wealth Advisors is an independent financial advisory firm offering a comprehensive suite of wealth management services. The firm operates as a unified advisory platform with multiple interconnected service lines: Financial Planning serves as the holistic foundation, integrating with Retirement Planning, Tax Planning, Investment Management, and Estate Planning services. For clients with more complex needs, Family Office Services and High Net Worth Advisors provide elevated, integrated support. Specialized offerings include Divorce Financial Planning for individuals navigating marital transitions and Business Planning for business owners. All services are delivered through a Dedicated Wealth Team approach led by a financial advisor, with support from CFPs, tax professionals, estate specialists, and portfolio managers. The firm is fee-only and operates as a fiduciary, prioritizing client interests.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Ongoing investment management service provided by Resolute Financial George for clients seeking portfolio oversight, delivered under a fixed-fee pricing model rather than commissions or AUM-based fees.
• Financial Planning Structured financial planning service offered by Resolute Financial George for a fixed fee, providing clients with goal-based planning engagement independent of product sales.

Segments6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, and family office services to HNW clients. Directly comparable in multi-office footprint, comprehensive service suite, and HNW target market.
• Carson Group: PE-backed RIA platform serving advisors and HNW clients with comprehensive financial planning. Comparable in fee-based wealth management, advisor-centric model, and multi-office national footprint.
• Creative Planning: Fee-only RIA offering comprehensive wealth management, retirement, tax, and estate planning to HNW individuals. Among the most directly comparable U.S. peers by service model, fee-only structure, and HNW focus.
• Wealth Enhancement Group: National fee-based RIA offering retirement, investment, tax, and estate planning. Comparable in multi-office HNW wealth management with an integrated planning-centric approach.

Broad incumbents

• Edelman Financial Engines: Large national RIA combining advisor-led wealth management with a digital planning platform. Comparable across HNW targeting, integrated planning, and national office network, though broader in mass-affluent reach.
• Schwab Wealth Advisory: Custodian-led wealth advisory offering serving mass-affluent through HNW clients. Comparable in fee-based advisory structure and national reach, though positioned as a scaled, lower-touch alternative to independent RIAs.
• Focus Financial Partners: Leading RIA roll-up consolidating independent wealth management firms. Comparable as a multi-office, multi-advisor platform serving HNW clients, though structured as a partnership network rather than a single integrated firm.
• Fisher Investments: Large fee-based investment advisor serving HNW and institutional clients with discretionary portfolio management. Highly comparable in scale and target segment, though more concentrated in portfolio management than comprehensive financial planning.
• Raymond James Financial Planning: Diversified financial services firm with a large financial planning arm serving HNW clients. Comparable in comprehensive planning services, though embedded within a larger brokerage and banking enterprise.
• Vanguard Personal Advisor: Hybrid robo-plus-advisor service combining digital portfolio management with human advisors. Comparable as a fee-based wealth advisory, though differentiated by Vanguard's low-cost passive investment approach and digital-first delivery.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xfacebook.com/epwealthadvisors
• YouTubeyoutube.com/@ep.wealth.advisors
• Facebookfacebook.com/epwealthadvisors
• LinkedInlinkedin.com/company/resolute-financial-llc
• Instagraminstagram.com/ep.wealth.advisors

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Resolute Financial George