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COVID-19 UPDATE: We are committed to serving you during these uncertain times. Our staff is available via phone, email and virtual meetings during normal business hours. If you have any questions, please reach out to your RCG advisor or call 407‑422‑0252.

In 1988, CEO and Founder Mike Davis set out to create a firm that would serve as a financial resource to his clients and push against conventional investment management. He knew there had to be a better way.

At Resource Consulting Group, we believe that better way is more than just an academic approach to investing. It’s our focus on our clients’ best interests and overall wellbeing. Decades later, our purpose remains the same. We are fiduciaries and you are why we exist.

Office Hours Notice

Resource Consulting Group will be closed November 26 and 27 in observance of the Thanksgiving holiday.  More 

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In the News

Podcast | Your Brain On Money: How to Make Better Financial Decisions

On episode 23 of the Investors First Podcast, Resource Consulting Group Co-Chief Investment Officer Frank Garcia, CFA, interviews Dr. Daniel Crosby, a licensed psychologist who provides a unique lens into decision-making around money.

Featured Article

Roth IRAs: Could You Benefit from a Conversion?

Roth conversion questions are bubbling up with the concern that personal tax rates will be higher in the future. While we can’t predict when taxes may go up, they are certainly the lowest they’ve been in many years. So, it’s natural to wonder: What circumstances might make a Roth conversion beneficial? read more

Oct 20 2020
Quarterly Commentary, Q3 2020
The third quarter saw equity markets continue their recovery from the March 23rd lows. International small company stocks (per the MSCI EAFE Small Cap Index) led the way, returning 10.25% for the quarter, followed by emerging markets (per the MSCI EM Index) with a 9.56% return.
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Sep 22 2020
Roth IRAs – Could You Benefit from a Conversion?
Roth conversion questions are bubbling up with the concern that personal tax rates will be higher in the future. While we can’t predict when taxes may go up, they are certainly the lowest they’ve been in many years. So, it’s natural to wonder: What circumstances might make a Roth conversion beneficial?
read more
Jul 09 2020
RCG’s Reopening Plans
RCG has adopted a phased approach to reopening, allowing only limited staff in our offices through July. Our goal is to have our full team back in the office by mid-August, though our plans remain flexible. We are tentatively targeting mid-September for a return of in-office client meetings. It is our desire to see you again in person soon, but safety is of utmost concern as we forge ahead in this new normal.
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