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
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 firm. 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 expertise and skillset to your needs.
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
Paraplanner
Marketing and Communications Manager
Director of Technology, Shareholder
Paraplanner
Wealth Advisor
Director of Operations, Chief Investment Officer, Shareholder
Chief Financial Officer, Wealth Advisor, Shareholder
IT Associate
Client Service Specialist
Office Administrator
Paraplanner
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
Paraplanner
*No relation between Amy Davis and Mike Davis.
Our Values
1
Responsible
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.
2
Collaborative
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.
3
Balanced
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.
4
Passionate
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.
5
Humble
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.
Our History
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.
RCG Opens Its Doors
In April of 1988, Mike Davis opens the doors at Resource Consulting Group with one employee and two clients.
RCG Starts Investment Management
In 1990, at the request of a client, investment management is added to RCG’s practice.
Read RCG’s 7 Investment Fundamentals.
First Meeting With Organizers of Zero Alpha Group
In 1996, Mike Davis meets with the organizers of Zero Alpha Group (ZAG), a small network of wealth management firms committed to serving clients in a fiduciary capacity.
RCG remains a committed member of ZAG to this day. Read more about Zero Alpha Group.
RCG Obtains CEFEX Certification
In 2008, RCG obtained its first certification from the Centre for Fiduciary Excellence (“CEFEX“), an independent certification organization that helps determine trustworthiness of investment fiduciaries.
RCG has renewed its CEFEX certification every year since 2008. Read more about CEFEX.
RCG Moves to New Office
In 2015, seeing significant growth in its employee talent base, RCG moves to its current location on the 6th floor of Capital Plaza II in downtown Orlando.
RCG Supports First Victory Cup Initiative
In 2015, RCG announces sponsorship of the newly established Victory Cup Initiative, a ‘shark tank’-style philanthropic endeavor that helps equip Central Florida nonprofits with the opportunity to learn how to adequately communicate their unique stories and win cash prizes to help further their mission.
RCG is proud to continue that sponsorship today.
RCG Turns 30
A lot has changed in 30 years, but one thing remains the same: RCG’s dedication to providing our clients with uncanny service, a disciplined approach, and the tools to help them create their ideal life. Thank you for celebrating 30 with us!
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 the perfect financial planner for your life goals.
Call Christine today at (407) 992-7180 to get started.