Mercer acquires $325 million Georgia firm

Mercer acquires $325 million Georgia firm
Entire team at Atlanta-based Resource Planning Group will make the move to Mercer Advisors.
DEC 07, 2022

Mercer Global Advisors, a Denver-based national registered investment adviser overseeing $37 billion in assets, has acquired Resource Planning Group, an Atlanta, Georgia-based wealth management firm with $325 million in assets under management.

Financial terms weren’t disclosed.

RPG’s entire team — founders John E. Howard and his wife Georgia ‘Tee Gee’ Howard, along with adviser-partners John Evans III and Alan Thomson and staff — will be joining Mercer Advisors.

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