RMR Financial Advisors, LLC, Madison,WI
RMR Financial Advisors provides comprehensive fee-based financial planning and wealth management services to professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.
Located in Madison, WI, we have clients in several states across the nation. Many clients come to us to receive help with a financial planning need that has arisen due to a life event that has given them a desire to proactively evaluate their financial picture. This may include a job change, getting closer to retirement, receiving an inheritance, going through a divorce, or lawsuit settlement. Regardless of what brings clients to us, we work with you to learn your background, goals, concerns and values. Once we have a clear understanding of those details, we work for you in developing a financial plan and investment management strategy in alignment with your plan and objectives.
Expectations in working with Erik Mikkelson consist of enhancing and protecting assets to meet specific goals and retirement needs. Erik is a Certified Financial Planner practitioner, Owner of RMR Financial Advisors, Erik selected this career to pursue his longtime interest and commitment to helping families with their personal financial planning needs and concerns.