Growth. Scale. Control.

The Southeast's only RIA Strategic Partner with both the Scale you need and the Control you want.

Welcome to Resurgent Financial Advisors

Resurgent is a strategic partner that offers innovative solutions to assist entrepreneurial financial advisors achieve their goals. Resurgent provides needed capital, expertise and resources so advisors can focus on growth and delivering exceptional client service. We are a registered investment advisor with a fiduciary responsibility to act in the best interest of our clients at all times.

Our Core Values

Integrity

We respond to our clients' needs with a sense of urgency and diligence, make commitments with care and deliver what we promise.

Teamwork

We treat our clients, colleagues and partners with respect, fairness and honesty and believe teamwork and collaboration are essential to delivering the best client experience.

Fiduciary

As an RIA, Resurgent has a fiduciary duty to our clients, which means we have a fundamental obligation to provide investment advice that always acts in our clients’ best interests.

About Resurgent Financial Advisors

Resurgent Financial Advisors is a fee-only, fiduciary partnership of seasoned financial advisors in the Southeast. At our firm, the client's interest always comes first. We begin by learning our clients' vision for their future, then we help them realize it.

Our Financial Advisor Support Team is led by veterans of regional financial brands such as J.C. Bradford, Robinson Humphrey and Morgan Keegan. Having learned that bigger is not necessarily better, Resurgent Financial Advisors re-creates that regional network of trusted financial advisors focusing on what they love most - building relationships with their clients.

We have relationships with proven and reliable custodians, including Raymond James and Charles Schwab, so clients can rest assured that their assets are safe.

Why Resurgent Advisors?

Growth

Introductions to and expert facilitation of retiring advisor practice transactions
Succession planning and internal recruiting
Capital funding for branding, marketing and social media outreach
Alleviation of time-consuming operational tasks increases time to focus on clients best interests
Entrepreneurial network fosters collegial exchange of ideas, strategies and connections

Scale

Multi-Custodian choice with enhanced, customized reporting packages
Operational Services providing: Accounting, Human Resources, Compliance, Technology Management
Data aggregation using the latest portfolio accounting software
Robust rebalancing engine with tax loss harvesting
Transparent, flexible billing, client portal and mobile app
Integration with financial planning software and CRM

Control

You set advisor payouts, growth strategy and practice objectives
You continue to manage your business and own the client relationships
Every financial advisor owns preferred equity in Resurgent
Financial advisors have the largest representation on Resurgent's board
Advisor approval is required for any future firm ownership change
All written in contract

For Entrepreneurial Financial Advisors

Resurgent Financial Advisors CEO Kip Caffey discusses the value Resurgent brings to its advisors, outlining how Resurgent enhances an entrepreneurial advisor’s success.