Updated:
Resource Planning Group
Resource Planning Group launched in 1991 as an independent Atlanta wealth manager, later integrating into the national Mercer Advisors platform.
Resource Planning Group
Resource Planning Group launched in 1991 as an independent Atlanta wealth manager, later integrating into the national Mercer Advisors platform. The firm retains its local identity and client base, operating from a single office on Glenridge Connector in the city's Buckhead/Sandy Springs corridor. Its clientele is drawn from specific professional communities — C-suite executives, engineers, technology leaders, entrepreneurs, and physicians — clusters that reflect the corporate and innovation density of metro Atlanta. The firm's strategy centers on bundling financial planning, portfolio management, tax preparation, estate planning, and insurance review under one advisory roof, what it calls a "Family Office for Every Client" approach. It supplies both retirement-income design for late-career professionals and concentrated-stock-option strategies for tech executives. The practice publishes no discrete portfolio-level performance data, disclosed holdings, or named co-investment vehicles, so public verification of asset-class allocations, fund selections, or direct deal participation is unavailable. The Atlanta office serves as the sole known location for the Resource Planning Group team. Headcount and aggregate assets under management are not publicly reported by the firm or its parent. A distinguishing operational characteristic is that nearly half of client-facing professionals firm-wide are women, and the office maintains explicit specialization tracks for women business owners and family estate transitions. Resource Planning Group's structural differentiator is its embedding inside a national RIA acquirer while preserving a specialized local franchise. Rather than add generic financial-planning capacity, the firm deepens its service stack around narrow, recurring client pain points — divorce financial planning, special-needs dependent trusts, and multi-generational succession — creating an advice architecture that behaves like a family office without the required asset threshold.
General information
Firm type
Bank / Wealth / Trust
Year founded
1991
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342
Frequently asked questions
How does Resource Planning Group deliver its “Family Office for Every Client” model?
The firm layers financial planning, investment management, tax preparation, and estate planning into a single coordinated service, all delivered by one advisory team. Rather than requiring clients to assemble separate providers, Resource Planning Group aims to replicate the integrated experience of a private family office. This structure is tailored to professionals and business owners whose complexity merits a multi-disciplinary approach but who fall below the traditional family-office net-worth threshold.
What is Resource Planning Group’s relationship with Mercer Advisors?
Resource Planning Group operates as an office of Mercer Advisors, a national registered investment adviser that has acquired numerous regional wealth practices. The Atlanta location retains its original 1991 founding identity and client base, but its advisors and platform now function within Mercer Advisors' infrastructure, compliance umbrella, and service capabilities. The parent firm provides back-office consolidation, technology, and broader investment resources to the local team.
Which professional segments does the firm concentrate on?
The firm explicitly serves C-suite professionals, engineers, technology leaders, entrepreneurs, and physicians, with additional carve-outs for women business owners and families managing concentrated stock positions. Its marketing names retirement planning, divorce transitions, and dependents with special needs as specialized planning tracks. This segmentation is designed to align advisor expertise with the discrete financial events common in each professional group.
Does Resource Planning Group invest client capital directly, or does it use third-party managers?
The firm’s public materials describe portfolio management as a component of its bundled service but do not disclose whether it runs in-house strategies, selects third-party managers, or uses model portfolios from Mercer Advisors' central platform. Without a published ADV or investment-strategy white paper, the precise implementation — direct security selection versus manager-of-managers — remains undocumented.
Is the firm structured for multi-generational wealth transfer?
Yes. Multi-generational succession planning is one of the practice’s named specialties, and the estate-planning function is integrated into the core advisory relationship rather than outsourced. The firm also maintains a dedicated track for dependents with special needs, an area that demands long-range trust and tax coordination across generations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: