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 approximately the same: to be a complete financial resource for our clients.

1988

RCG Opens Its Doors

In April of 1988, Mike Davis opens the doors at Resource Consulting Group with one employee and two clients.

Resource Consulting Group Timeline 1988
Resource Consulting Group Timeline 1990

1990

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.

1996

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.

Zero Alpha Group (ZAG) logo

1999

Kimberly Sterling On Board

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.

2006

RCG Reaches $1 Billion in AUM

In 2006, RCG reaches the 1-billion-dollar mark in assets under management.

CEFEX logo

2008

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.

2015

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.

Resource Consulting Group Timeline 2015 New Office
Resource Consulting Group Timeline 2015 Victory Cup

2015

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.

2018

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!

Resource Consulting Group Timeline 2018 RCG 30th Anniversary

2021

RCG Exceeds $2.5 Billion in AUM

In 2021, RCG exceeded 2.5 billion dollars in assets under management (AUM).

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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.