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Mercer Advisors Acquires Resource Planning Group, Ltd.

Mercer Advisors Acquires Resource Planning Group, Ltd.

12/07/22, 1:08 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgdenver
Industry
financial services
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Resource Planning Group, Ltd. (hereinafter "RPG"). RPG is a comprehensive wealth management firm located in Atlanta, Georgia focusing on serving the financial needs of its 330+ clients representing over $325 million in assets under management ("AUM"). John E. Howard, Founder and Principal, CPA, JD, CFP®, founded RPG along with his wife Georgia 'Tee Gee' Howard in 1991. Rounding out the partner group are John Evans III, CFP®, Principal & Lead Advisor, and Alan Thomson, CFP®, Principal & Lead Advisor. The entire RPG team will be joining Mercer Advisors.

Company Info

Company
Mercer Advisors
Location
Denver, Colorado, United States
Company info
Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with $56 billion in client assets.