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We are a motivated team committed to the principles of mutual respect, trust, integrity and exceptional service. Through the Purposeful Planning™ process and client-centered consultation we encourage, empower and support individuals and organizations to realize and achieve their purpose through values-based financial, estate and intergenerational legacy planning.

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Advisory Disclosure:
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Securities, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).

Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.

130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment, Registered Representative or Investment Advisor Representative, a consumer should contact his or her state securities law administrator.

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