In 1999, Kimberly Sterling, currently serving as Vice President and Wealth Advisor, joins the RCG team. Kimberly would pave the way for a team of highly talented female advisors.

Associate Wealth Advisor
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 firm. Our wealth advisors use disciplined, academic-based investment practices to help you build—and lead—your ideal life.
Our ApproachYour long-tenured team has decades of experience advising and guiding clients from all walks of life. We match your financial advisor’s expertise and skillset to your needs.
Associate Wealth Advisor
Associate Wealth Advisor, Shareholder
President, CEO, Shareholder
Administrative Assistant
Financial Planning Manager, Wealth Advisor, Shareholder
Associate Wealth Advisor
Director of Human Capital
Technology Systems Analyst, Shareholder
Wealth Advisor, Chairwoman of the Board, Shareholder
Founder, Vice President, Wealth Advisor, Shareholder
Client Coordinator
Portfolio Manager
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Marketing and Communications Manager
Director of Technology, Shareholder
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Wealth Advisor
Director of Operations, Chief Investment Officer, Shareholder
Chief Financial Officer, Wealth Advisor, Shareholder
IT Associate
Client Service Specialist
Office Administrator
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Wealth Advisor, Shareholder
Wealth Advisor, Shareholder
Director of Financial Planning, Wealth Advisor, Shareholder
Senior Client Service Specialist
Client Service Specialist
Operations Manager, Shareholder
Vice President, Wealth Advisor, Shareholder
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*No relation between Amy Davis and Mike Davis.
We oversee our clients’ lifestyles and don’t take chances with their money. We 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 independent 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.
We opened our doors in 1988 with two clients. Today, we manage $2.5 billion in assets for more than 500. Our mission remains the same: to be a complete financial resource for our clients.
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 the perfect financial planner for your life goals.
Call Christine today at (407) 992-7180 to get started.