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Donor Advised Fund

Resource Planning Group2021-01-07T10:10:10-05:000 Comments

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Atlanta
5555 Glenridge Connector
Suite 825
Atlanta GA 30342

P: 770.671.9500
F: 770.671.1272

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Resource Planning Group is a tradename. All services provided by Resource Planning Group investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Resource Planning Group.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

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Resource Planning Group's approach to wealth management consists of four elements. A consistent focus on these elements leads to intentional financial management and purposeful living!

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