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Resource Consulting Group is an independent, fee-only financial planning and investment advisory firm. We provide objective financial guidance and clarity in a complex and constantly changing world.  Managing over $1.8 billion in assets, Resource Consulting Group brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.  The first and most important thing we do is listen.

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In the News

Three Steps for Optimizing Your Charitable Contributions

Many successful professionals, business owners and executives often ask for advice about charitable giving. This usually leads to a conversation about how their donations can have the most charitable impact while simultaneously taking advantage of all available tax benefits. read more

Featured Article

Fiduciaries and Freakonomics: What do they have in common?

This is a story about what the Department of Labor’s (DOL) Fiduciary Rule and the book Freakonomics have in common.  As it turns out, it’s quite a lot. Freakonomics, published in 2005, was both entertaining and surprising because… read more

More from our Blog

Feb 09 2018
Recent Market Volatility

After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.

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Jan 11 2018
Quarterly Commentary, Q4 2017
With the help of a strong fourth quarter, 2017 gave investors a less volatile and record-shattering ride across nearly every major global asset class.
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Oct 24 2017
The Donor-Advised Fund Triple Play

The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set…

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