Attentive, Responsive, Personalized, Thorough
Integrity, Strength, Experience, Resources
- 2 Certified Financial Planner Practitioners™ (CFP®)
- 1 Chartered Financial Analyst® Charterholder (CFA®)
- 1 Juris Doctor (Doctor of Law degree)
- Investment Advisors Act of 1940
- CFP® Board and CFA® Institute ethical standards
- RMR firm values, and
- RMR staff personal values.
- A low client-to-advisor ratio (approximately 60 clients per investment advisor average).
- Being an independent RIA, we have no parent company or affiliates creating sales pressure.
- Not having a parent company or affiliates, we have no incentive to recommend products based on quotas or commissions.
- Our high level of service, personal attention, and tailored approach to your financial planning.
- Major custodian options.
- Access to top investment managers and thousands of investment choices.
- Comprehensive planning, research, reporting and asset management tools.
- Independent RMR Investment Committee and access to top third-party research .