Our History & Philosophy

“Thank You for Taking Care of Me”

 

Marty Resnick founded Resnick Advisors in 1990 and serves as a Partner and Managing Director. Marty founded the firm with the goal of creating a practice that could serve the financial needs of individuals and families in a personal way. He passionately believes that there is nothing more satisfying than hearing a client say “thank you for taking care of me.”

Since the firm’s inception, our team has been driven by a singular approach: long-term investing, not short-term trading. Our key strategies are asset allocation and diversification, we want to provide our clients with top-performing investment managers, reduced risk and cost structures that are not otherwise available to most investors. We couple this strategy with a hands-on approach, ensuring that clients feel comfortable and confident that their plans are aligned with their short- and long-term goals.

In addition to providing personalized investment management services, we also partner with clients to help them manage their financial lives. We understand that investment management is just a single piece in the puzzle, and we work together with our clients to tackle the many complex issues that arise in the course of a lifetime—such as inheritance, retirement, education funding, career transitions, sale of a business, divorce, and death.

 

Our Core Values:

 

Advocate

Nothing is more important to us than your trust and confidence. We are constantly working to provide you with the highest level of holistic wealth management services in a transparent environment. Whether coordinating with other professionals such as your accountant and lawyer, or helping to navigate challenging family or business relationships, you can count on us to be looking out for your best interest.

 

Passionate

We are passionate about our firm, our culture and most importantly about delivering on our promises to our clients. We believe that what we do makes a meaningful and positive difference in the lives of our clients, their families and the communities we serve. We are grateful for the opportunity to serve our clients, and will continue to give back to the communities in which we live and work.

 

Knowledgeable

We believe in the power of knowledge and are committed to keeping our clients and our employees informed with the critical information needed to achieve success. Our commitment to education ensures that we constantly evaluate new ideas, technologies, tools and best practices from the investment, financial planning and wealth management segments of our industry.

 

THE RESNICK DIFFERENCE

We are an experienced team with deep roots in our community, working to provide
our clients with the highest level of wealth management services.