About

RPG

Founded in 1991, Resource Planning Group, Ltd. provides wealth management and financial planning solutions. We serve families, entrepreneurs and executives through all stages of life: mid-career, late-career, and retirement.

RPG is one of the largest NAPFA (National Association of Personal Financial Advisors) firms in Atlanta. Our principal owners are John E. Howard and Georgia F. Howard.

We are a small, robust firm offering a very different experience from large financial institutions. Our clients become family to us, as we create long-lasting, personalized relationships for providing truly tailored financial guidance.

Fee-Only® services

As a Fee-Only® Registered Investment Advisory firm, RPG provides 100% Fee-Only® services. We do not sell insurance, annuities or products. We accept no commissions on products, referral fees or any other compensation from third parties.

Our objectivity benefits you as the client, because we are 100% focused on the active, comprehensive management of your financial future.  Our compensation is a percentage of assets under management, and all planning work is included in this fee schedule.

Our History

 

2013

Today

RPG is a robust firm, with a strong team of advisors servicing over 300 clients in over 20 states.

2010

RPG relocates to Sandy Springs, and opens a second office in St. Simons, GA.

2009

Despite the recession, RPG grows its assets under management nearly 15% between 2007-09. 

2007

RPG is named “Top 10 NAPFA Fee-Only Investment Adviser” by Atlanta Business Cronicle

1991

Resource Planning Group is established. While servicing accounting clients, John sees a need for comprehensive financial planning. He sells his accounting practice to focus solely on financial planning.

1985

John Howard establishes his legal practice around tax and financial planning. He works in the he basement of his home and hires his first employee, TeeGee Howard — his wife.