The MICPA Member Advantage

Resonant Financial Management
Resonant Financial Management

10805 Hickory Ridge Road Suite 215
Columbia MD, 21044


Phone: 443-546-2559


About Us

At Resonant Financial Management, we believe that everything begins by asking questions and taking the time to explore what really matters most in clients' lives. We live by our slogan, “Everything starts with you!”

The advisors at Resonant Financial have more than 35 years of combined experience helping clients. We have created a collaborative environment with like-minded professionals so we all can help as many individuals and businesses as we can to become stronger - financially and emotionally.


The 401(k) Exchange: Most CPAs have or want to start a retirement plan for themselves and their employees. Yet, most sponsors (employers) may not fully understand their obligation to act as the trustee for their plan; there are legal and ethical responsibilities they commit to when opening and maintaining retirement programs. To that end, many firms seek professional assistance with the administrative, fiduciary, legal, and ethical responsibilities tied to a 401(k).

Our group 401(k) exchange, which was specifically designed for small- to medium-sized professional businesses, greatly reduces sponsors’ administrative burdens, freeing plan participants to perform their profitable core work.

Additionally, in today’s tight labor market, attracting and retaining quality employees can be challenging. Having a quality retirement plan in place can significantly boost the attractiveness of any offer.

MICPA members can receive a complimentary review of their existing 401(k) or no-cost consultation for new plans.


Discounts: MICPA members receive a 15% discount on the financial advisory services for their 401(k) exchange plan participation. Other fees charged by Transamerica are priced competitively to support professional practices.


MICPA Member Advantage provides valuable information, programs, tools and resources exclusively for members of the association. Our partners respect the integrity of the CPA and understand your diverse needs.

Explore this program to learn more.