Atlanta, Georgia, United States
The mission of The ESOP Group (The Employee Stock Ownership Group) is to provide comprehensive technical and investment knowledge that results in the delivery of our unique client experience, where value exceeds expectations. The purpose of this knowledge and experience is to bring about clarity and confident decision-making to clients and their families, as well as their companies and stakeholders. We strive to embody the same entrepreneurial spirit that the successful business owners we serve demonstrate in their lives. We are committed to building our practice, so we can help more people grow personally and succeed professionally. It is our passion to become the very best team in the industry, where our primary focus is exceptional client service and where client success is celebrated. The ESOP Group at RBC Wealth Management is an experienced wealth management team working with business owners on the structure and sale of their privately held businesses to an ESOP. Through a consultative approach, the team focuses on creating liquidity and diversification for owners, while enhancing the solutions available to the company and employees.