Erik Mikkelson is the founder of RMR Wealth Advisors, LLC. As a family wealth advisor specializing in comprehensive...
01. About Us
RMR Wealth Advisors specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.
02. Our Philosophy
Dedicated to helping you as an individual, family or business, our Certified Financial Planners® work to help you enhance and protect your wealth, to meet your goals and needs.
03. Our Process
The wealth planning process is a multi-step process that helps you identify and reach your objectives. You may benefit from having a written strategic plan for reaching specific goals and/or solving specific problems.
Wealth Planning
Our wealth management services provide a comprehensive level of planning and investment management for people either in the "accumulation" stage of life and desiring to increase their investments on a regular basis; or those in "retirement."
Investment Planning
After we analyze your retirement and investment goals through careful portfolio evaluation, cash flow analysis, income tax planning, and estate plan review; investment recommendations are made. We actively manage your portfolio and provide regular personal guidance to keep you on track, both now and For Your Financial Future.®
Family Office Services
RMR offers Comprehensive Family Services that assist multiple families with a variety of more complex issues related to their wealth management needs. These services include those offered to our portfolio management clients and much more.SM
