
Resource Planning Group
Resource Planning Group, located at 10 Glenlake Parkway NE, South Tower, Suite 150, Atlanta, GA 30328, is a fee-based registered investment advisory firm established in 1993. The firm offers a comprehensive suite of services, including financial planning, portfolio management for individuals and small businesses, tax preparation, and estate planning. Serving a diverse clientele such as individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, Resource Planning Group emphasizes a personalized approach to financial management. The firm’s team of seasoned professionals collaborates closely with clients to develop tailored investment strategies aligned with their financial goals. In 2023, Resource Planning Group became part of Mercer Advisors, enhancing its capabilities and resources while continuing to prioritize client-focused service.