Resource Planning Group is a Fee-Only® Registered Investment Advisory firm.  We have been providing wealth management and retirement planning solutions to families, entrepreneurs and executives since 1991.

As one of the top NAPFA (National Association of Personal Financial Advisors) firms in Atlanta, our typical client has a net worth in excess of $1,000,000, is at a pivotal transition point in his or her life, and is seeking financial management solutions to meet short and long-term objectives.

As a client, you are family

RPG is a small, robust firm that puts the client relationship at the center of what we do.  We take our responsibility for your financial sustainability very seriously and we work hard to assure your peace of mind at each important juncture of your life.  As a client, we think of you as family, and as stewards of your financial assets, we put your needs first.  That is why our services are 100% Fee-Only®.

Accessibility and frequent communication mean you are never in the dark

Our clients have full access to every member of our team as well as to our investment thinking.  We offer quarterly interactive webcasts with the Investment Committee and comprehensive plan updates annually (or more frequently upon request) to all of our investment advisory clients. 100% Fee-Only® services are conflict free.

RPG provides 100% Fee-Only® services.  That means that we sell no insurance, no annuities and no products.  We accept no commissions on products, referral fees or any other compensation from third parties.  Our role is solely the active and comprehensive, competent and conflict free management of your financial future through careful planning based on your desired outcome.  We charge a flat fee for an objective and comprehensive financial plan.  Investment advisory services are compensated as a percentage of assets under management.

Learn more about your wealth management team

Resource Planning Group (RPG) is an SEC registered investment advisor.  RPG and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisors in those states in which it is either registered or qualifies for an exemption from registration.  The publication of this website on the Internet is intended primarily for the benefit of existing RPG clients and should not be construed as a solicitation to do business of any sort.  RPG client relationships are entered into only after a detailed personal interview.  The information contained on this website is designed to provide a general overview of the subject matter covered and should not be relied upon as financial or legal advice that could be applied to a particular set of circumstances without the advice and counsel of a qualified professional.