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Resource Consulting Group

Why We Exist:

In 1988, CEO and Founder Mike Davis set out to create a firm that would serve as a financial resource to his clients and push against conventional investment management. He knew there had to be a better way.

At Resource Consulting Group, we believe that better way is more than just an academic approach to investing. It’s our focus on our clients’ best interests and overall wellbeing. Decades later, our purpose remains the same. We are fiduciaries and you are why we exist.

What We Do:

Resource Consulting Group is a fee-only financial planning and investment advisory firm. We look at the big picture concerning your finances with the goal of achieving or enhancing your peace of mind. The first and most important thing we do is listen. We assist you in quantifying your hopes and dreams and in determining your tolerance for various types of risk. We work with you in creating a realistic plan to achieve your goals. Only then do we design, implement and monitor an investment plan to accomplish your goals.
... Read more

Vision

Your ideal life. Our unique process.®... Read more

Mission

We provide objective financial guidance and clarity in a complex and constantly changing world.... Read more

Values

Integrity
Consistent in what we say and do. Work hard to gain and keep trust. Show respect.

Headquarters

Orlando, FL

Employees

27 US Employees

Industry

Financial Advisors

Recent Awards