Resolute Independent Advisors, LLC (RIA) was created in 2017 by Todd Baker and Brad Harvey. Together, they envisioned a new kind of financial practice – one in which the advisors could truly focus on their clients’ best interests instead of a firm-dictated quota on investment products. With more than 140 years of experience in the industry, RIA guides more than 850 families nationwide in the areas of investment and financial management.
The word “Resolute” means firm in purpose or belief. We at Resolute Independent Advisors are firm in our belief that our clients come first. We are truly concerned first about our clients’ needs, then ours. We don’t just advise clients on financial matters – we become part of their lives. This has never been just a job for our advisors—it is our life-long passion.
As we examined the industry from the client’s perspective, it became obvious that the traditional wirehouse model was moving in a different direction than what we felt was in the long-term interest of our clients. It is through this client-focused lens that our objective became clear: we decided to create a practice that is grounded in one ultimate objective: serving you, our clients.
Resolute Independent Advisors (RIA) is comprised of a select group of experienced, long-term investment advisors who have a common shared vision. We firmly believe that we make a positive difference in our clients’ lives. We have also partnered with Hightower, Charles Schwab Institutional and Fidelity Investments to support our mission to serve our clients’ interests.
Resolute Independent Advisors is committed to excellent, memorable client service. We are available to assist our clients and coordinate the management of their finances. In addition, trust and integrity are not just words we toss around: we understand that we must continue to earn and exemplify these qualities over time. We remain humbled and mindful of the trust our clients have placed in us.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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