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