Who We Are

About Us

Resonance Wealth Management is an independent financial services firm located in Sandy Springs, Georgia.

Our Values

Our core values define who we are and how we serve our clients. These values shape every aspect of our work, underpinning our mission to help clients achieve a better tomorrow.

Relationships

We believe in the power of strong and lasting relationships, which form the foundation of our company's culture.

Trust

We are dedicated to earning our clients’ trust by acting solely in their best interests.

Integrity

We adhere to honesty, transparency, and ethical principles in all actions and decisions.

Stewardship

We safeguard our clients’ financial wealth and well-being through responsible investing, making recommendations we’d follow ourselves.

Education

We empower our clients by explaining investment strategies, financial products, and the effects of both their decisions and our recommendations.

Our Mission

At Resonance Wealth Management, we work with long-term investors who are actively engaged in forging their financial futures. We empower our family of clients to pursue their best tomorrow by harmonizing their financial goals with their retirement dreams.

Under the leadership of founder and CEO Alex Westberry, we offer customized financial strategies for select individuals, families, and businesses. Our professionals are affiliated with LPL Financial LLC and have the autonomy to provide tailored services while harnessing its resources for enhanced client support. LPL is recognized as the nation’s largest independent broker-dealer (As reported by Financial Planning magazine, 1996-2023, based on total revenue.)

Expert guidance is crucial in today’s complex financial world. At Resonance Wealth Management, we see ourselves as more than just advisors. We're a valued partner and problem-solver committed to our clients’ financial success, guided by integrity and financial stewardship.

Recognizing the uniqueness of an individual’s financial journey, we maintain a sharp focus on personalized planning and goals-driven investing. Aligning portfolios with retirement goals fosters clarity, purpose, and a clear path forward. This strategic foresight empowers our clients to navigate their financial journey confidently, paving the way for a brighter tomorrow.