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Resource Planning Group logo — Highly personalized financial planning relationship for prot...

Resource Planning Group

Highly personalized financial planning relationship for protecting, growing and enjoying your wealth.

Founded 1991 United States Sandy Springs, United States 10 employees Financial Services, Wealth Management

General Information

Company Name Resource Planning Group
Founded Year 1991
Location United States Sandy Springs, United States
Employees 10
Industries Financial Services, Wealth Management
Social

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About Resource Planning Group

Resource Planning Group is a financial services and wealth management startup based in the United States. Founded in 1991, the company aims to provide a highly personalized financial planning relationship for professionals, business owners, and entrepreneurs. The company's slogan, "Highly personalized financial planning relationship for protecting, growing and enjoying your wealth," reflects its core philosophy. Resource Planning Group's services cater to individuals who are disciplined and seeking to simplify their financial lives. The company's process involves establishing and implementing a financial plan to assist clients in making informed decisions on issues such as tax and estate planning, insurance evaluation, and portfolio construction. Additionally, the company employs a disciplined investment management process that aims to capitalize on behavioral anomalies and market rewards while minimizing the risk of extreme negative outcomes. As a startup in the financial services and wealth management sector, Resource Planning Group targets a specific niche in the market, offering tailored solutions and personalized relationships. The company's long-standing presence since 1991 signifies its experience and establishment in the industry. While specific information about its last investment and investors is not available, the company's focus on client-centric financial planning sets it apart in an increasingly competitive industry. With its commitment to simplifying financial lives and leveraging disciplined investment management, Resource Planning Group presents an intriguing opportunity for potential investors or venture capital firms seeking to support innovative and client-focused financial solutions.

Business keywords: financial planning, investment management, tax planning, estate planning, retirement planning, portfolio construction, insurance evaluation, disciplined investment, business owners, entrepreneurs, professional financial services, wealth protection, behavioral finance

No funding data available for Resource Planning Group yet.

Resource Planning Group Alternatives & Competitors

View All Alternatives
Resource Planning Group vs
Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC United States

Helping entrepreneurs plan for retirement

1 employees
Finance, Financial Services
Resource Planning Group vs
One Wealth
One Wealth United States

Not your grand daddy's financial planning firm.

14 employees
Financial Services, Insurance
Resource Planning Group vs
Wernick Spear Wealth Managers
Wernick Spear Wealth Managers United States

Holistic Financial Planning

5 employees
Financial Services, Insurance
View all alternatives

FAQ About Resource Planning Group

Highly personalized financial planning relationship for protecting, growing and enjoying your wealth.
Resource Planning Group was founded in 1991.
Resource Planning Group is headquartered in Sandy Springs, United States.
Resource Planning Group operates in Financial Services and Wealth Management. Its work centres on financial planning, investment management, tax planning and estate planning.
Resource Planning Group has approximately 10 employees.
Top alternatives and competitors to Resource Planning Group include Tushingham Wealth Strategies, LLC, One Wealth, Wernick Spear Wealth Managers, jch: kingswood investment management, Reby Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Resource Planning Group and Tushingham Wealth Strategies, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Resource Planning Group, https://bouncewatch.com/company/resource-planning-group, updated 11 October 2024. When citing, please name BounceWatch and link this page.

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