Mercer Advisors Acquires Resource Planning Group, Ltd.
December 7, 2022
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Resource Planning Group, Ltd. (RPG), a comprehensive wealth management firm based in the Atlanta, Georgia area. The entire RPG team will join Mercer, expanding Mercer's Southeast presence and providing succession/business continuity for RPG's founders and clients (RPG manages roughly $325 million AUM across 330+ clients).
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- Resource Planning Group, Ltd.
- Platforms
- Mercer Global Advisors, Inc.
- Industry
- Financial Services
- Location
- Georgia, United States
- Transaction Type
- Addon
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