Mercer Global Advisors Inc., a national registered investment adviser (RIA) backed by Oak Hill Capital and Genstar Capital, has purchased Resource Planning Group Ltd., a wealth management firm in Atlanta, Ga.
RPG is focused on serving the financial needs of its over 330 clients, representing over $325 million in assets under management. The firm was founded by John Howard and his wife, Georgia Howard, in 1991. The entire RPG team will be joining Mercer Advisors.
“The business combination between Mercer Advisors and RPG is a perfect fit with both firms anchoring on financial planning,” says Dave Welling, chief executive officer of Mercer Advisors. “We are thrilled they are joining the Mercer Advisors team and expanding our already significant presence in the Southeast.”