Resch Financial Group

The firm provides discretionary investment management and wealth management services to individuals, families, high‑net‑worth clients and small businesses through written advisory agreements. It generally requires a minimum account size and keeps client assets at independent custodians, declining to accept physical custody beyond authorized fee deductions.

Its investment approach centers on strategic asset allocation grounded in Modern Portfolio Theory, with periodic rebalancing to target allocations and a preference for broadly diversified, lower‑cost mutual funds and ETFs to manage cost and tax consequences. The firm uses both fundamental and technical analysis in portfolio construction and typically exercises discretionary trading authority while monitoring accounts at least annually.

Distinctively, the practice is a very small, recently formed boutique managing roughly $12.2 million for about two dozen clients, which results in a concentrated advisor‑to‑client relationship. The firm’s principal also maintains outside roles — including a licensed insurance agent and an educational/advisory role with a financial services company on home‑equity‑in‑retirement strategies — arrangements the firm discloses as potential conflicts and that may influence insurance and retirement planning recommendations.