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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 $1.7 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.

Holiday Closing

Resource Consulting Group will be closed Monday, December 25 to Tuesday, December 26 for the holiday season.  Read more 

Bloomberg Top 50 RIAs 2015
Financial Times Top 300 RIAs
AdvisoryHQ Top Rated Financial Advisory Firm 2017

In the News

Author Mike Davis

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

Author Kimberly Sterling

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

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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