Resurgent Advisors

Resurgent Financial Advisors, LLC serves individuals and families as well as trusts, estates, charitable organizations and business entities, offering financial planning and investment management services such as retirement income planning, education funding analysis, charitable giving strategies, tax optimization and cash flow planning. The firm advises on a range of account types and may provide recommendations for employer‑sponsored plans, annuities and alternative or privately placed investments when appropriate.

The firm’s investment process is grounded in fundamental analysis and tailored to each client through investment policy statements and ongoing monitoring, with portfolios typically constructed from mutual funds, ETFs and allocations to independent Sub‑Advisors. Resurgent manages assets on both a discretionary and non‑discretionary basis, may engage Sub‑Advisors under single‑ or dual‑contract arrangements, and reviews portfolios at least annually while accommodating client‑imposed restrictions where feasible.

The brochure highlights several features that differ from many peers: Resurgent operates from multiple offices (more than five) and was established in 2019, and it discloses the use of third‑party promoter referral agreements to introduce clients. It also documents operational relationships with major custodians that provide software and support, notes that some advisors are licensed to sell insurance products (with related commission arrangements), and states it has no material legal or disciplinary events in its ADV brochure.