Meet RCG

From retirement to estate planning, we consider all areas of your finances to help you lead your ideal life.

Founded in 1988, Resource Consulting Group is a fee-only financial planning and investment advisory practice. Our wealth advisors use disciplined, academic-based investment practices to help you build — and lead — your ideal life.

Our Approach

Meet Your Team

Your long-tenured team has decades of experience advising and guiding clients from all walks of life. We match your financial advisor’s knowledge and skillset to your needs.

*No relation between Amy Davis and Mike Davis.

Our Values



We oversee our clients’ lifestyles and don’t take chances with their money. We strive to protect their interests as we do our own—because they are. We prioritize communication and taking ownership and believe in doing what we say we will.



Unlike other siloed firms that focus only on driving internal efficiencies, we choose to share and take advantage of our entire team’s experience. By providing cumulative experience, we can unlock new ideas and ways to balance wealth and solve complex problems.



We focus on building well-balanced lives for our clients and ourselves. From retirement and estate planning to investment management and tax strategy, we use a comprehensive, methodical approach to take care of all areas that impact your life.



From the beginning, we’ve been passionate about our clients’ wellbeing. About being thoughtful and doing things differently. We took the fiduciary oath because we always want to put the needs and interests of our clients above our own.



We’re surrounded by smart people and are grateful for our good fortune. We work together for the good of our clients and the firm. No strings attached.

Resource Consulting Group CTA Call Christine

Wealth management for wherever life takes you.

Want to retire in the tropics? Establish a trust to keep your family protected? Work with someone who’s been there. We’ll match you with a financial planner that understands your life goals.

Call Christine today at (407) 992-7180 to get started.