# Resurgent Financial Advisors

Resurgent Financial Advisors is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 6300 Powers Ferry Road Suite 600-207, Atlanta, GA 30339, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** resurgentadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/resurgent-financial-advisors

## Regulatory record

- **Reports private funds:** No

## About

Resurgent Financial Advisors opened in 2019 under CEO Kip Caffey, positioning itself as a fiduciary, fee-only registered investment advisor based in Atlanta. The firm targets affluent families, professionals, and business owners across the Southeast, offering services that span financial planning, tax optimization, portfolio management, estate planning, and business succession work. The firm constructs its investment approach around asset management, financial planning, and pension consulting, with a disclosed service geography concentrated in the Southeast United States. Portfolio management explicitly balances risk and return for long-term goals, while tax optimization strategies aim to structure income, savings, and benefits for top earners. No specific portfolio companies or fund commitments are publicly disclosed. The firm describes its investment arm as building tailored strategies for growth and capital preservation across multiple generations. Resurgent operates from its Atlanta headquarters and lists five affiliated advisor groups on its website: East Franklin Capital, Taylor Wealth Management, Peachtree Financial Group, Encompass Financial Advisors, and a self-branded Resurgent Financial Advisors unit. Caffey, in firm marketing, emphasizes enhancing entrepreneurial advisors’ success through this structure. A genuine structural differentiator is the dual nature of the business: it is both a client-facing wealth manager and a consolidator of independent advisory practices. This hybrid model allows Resurgent to serve end clients directly while also scaling through advisor acquisitions and affiliations, creating a pipeline for regional advisor succession that is distinct from a traditional single-family-office or siloed RIA.

## People

- Kip Caffey — CEO

## Questions

### Who runs investment decisions at Resurgent Financial Advisors?

CEO Kip Caffey leads the firm, but the website does not name a dedicated chief investment officer or investment committee. Portfolio management is listed as a core service, with strategies tailored to individual clients. Day-to-day investment decision-making structures are not publicly detailed.

### Is Resurgent Financial Advisors a fiduciary?

Yes. The firm explicitly states it operates as a fiduciary, fee-only firm, legally and ethically bound to act in clients' best interests. This means recommendations should not be influenced by commissions or product sales incentives.

### How does Resurgent Financial Advisors source clients and partner advisors?

Resurgent serves affluent families, professionals, and business owners across the Southeast and also sources growth by acquiring or affiliating with independent advisory practices. The firm offers two partnership tracks — affiliation and acquisition — to expand its advisor network.

### Does Resurgent Financial Advisors disclose its assets under management?

No, Resurgent Financial Advisors does not publicly disclose its assets under management, and no third-party source provides a verified AUM figure.

### What is Resurgent Financial Advisors' posture on tax strategy?

Tax optimization is a core pillar of the firm's service model, with an emphasis on helping top earners structure income, savings, and benefits to reduce liability and compound wealth more efficiently over time. Strategies are tailored to remain compliant with regulations.

## Related profiles

- [Resurgent Capital Partners](https://altss.com/profile/resurgent-capital-partners)
- [Rethink Capital Partners](https://altss.com/profile/rethink-capital-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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