Resonant Capital Advisors, a $2.2 billion registered investment advisor based in Madison, Wis., is joining the trend toward combining wealth management and tax planning by merging with Brookfield, Wis.-based QBCo Advisory.
Resonant was founded in 2018 with five employees and is led by co-founders Benjamin Dickey, CEO and president; Walter Dewey, executive chairman and chief investment strategist; and Barbara Herro, client service leader. In that time, it has grown to 22 employees, 539 clients and $2.2 billion in discretionary and non-discretionary assets.
QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations.
In recent years, Resonant’s clients have requested tax-related services, Dickey said in a statement with the announcement.
“Given the mutual relationships, similar history of independence and strong relationship we already had with Tony, his team and our mutual clients, this combination was a logical and natural fit,” he said.
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