John is a co-founder and Chief Executive Officer of Resource Planning Group.  He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration).  He began his career as a Certified Public Accountant with Arthur Andersen.  He then earned his Juris Doctorate from the Emory University School of Law.  He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991.  He is a member of the Fee-Only ® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association.  He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in Biblical principles.  John has been named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle.  He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine.  John is also a Charterd SPECIAL NEEDS CONSULTANT.

How I Live Well :  John and his wife, the former Georgia "Tee Gee" Finklea of Pamplico, South Carolina, have been married for over 32 years and have six children.  Their second child, Jack, is autistic and has inspired a strong interest in families who have children with special needs.  

Firm Description

Resource Planning Group is a Fee-Only® Registered Investment Advisory firm. We have been providing wealth management and retirement planning solutions to families, entrepreneurs and executives since 1991.  Client investment assets are custodied with independent, third party custodians, principally TD Ameritrade and Charles Schwab & Company. 

As one of the largest NAPFA (National Association of Personal Financial Advisors) firms in Atlanta¹, our typical client has a net worth in excess of $1,000,000, is at a pivotal transition point in his or her life, and is seeking financial management solutions to meet short and long-term objectives.

As a client, you are family

RPG is a small, robust firm that puts the client relationship at the center of what we do.  We take our responsibility for your financial sustainability very seriously and we work hard to assure your peace of mind at each important juncture of your life.  As a client, we think of you as family, and as stewards of your financial assets, we put your needs first.  That is why our services are 100% Fee-Only®.

Accessibility and frequent communication mean you are never in the dark

Our clients have full access to every member of our team as well as to our investment thinking.  We offer monthly market updates from the Investment Committee and comprehensive plan updates annually (or more frequently upon request) to all of our investment advisory clients.

RPG provides 100% Fee-Only® services.  That means that we sell no insurance, no annuities and no products.  We accept no commissions on products, referral fees or any other compensation from third parties.  Our role is solely the active, comprehensive competent management of your financial future through careful planning based on your desired outcome.  Investment advisory services are compensated for on a percentage of assets under management basis and all planning work is included in this fee schedule.

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