Specializing in comprehensive financial planning, wealth management and family office services, my goal is to enhance...
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. We are an independent fee-only financial planning and investment management firm. Independence allows us to focus exclusively on you, providing you unbiased advice and exceptional service, acting in your best interest at all times.
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. A Registered Investment Advisor (RIA), we are independently owned and operated. We provide unbiased advice, do not receive compensation for the sale of securities or other products, nor are we paid any commissions. Placing your interests first, our only incentive is to provide what you need based on your agreement with us.
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. Recommendations are based solely on your needs, circumstances, and goals, both currently and in regards to your future.
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."
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, based solely on your specific needs, circumstances and goals. We actively manage your portfolio and provide regular personal guidance to keep you on track, both now and For Your Financial Future.®
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
Certified Financial PlannerTM (CFP)
Chartered Financial Analyst® Charterholder (CFA)
Investment Advisor Representative
I am a financial planner and advisor and the Chief Compliance Officer for RMR. After joining RMR in 2005, I obtained the...
Using excellent communication skills and a proactive approach, along with an emphasis on continuous improvement, I...
Dara stopped by Channel 57 to discuss the challenges women face in saving for retirement
At RMR Wealth Advisors, we know a thing or two about investing. But recently, the team at RMR made a new friend who taught us about a new kind of “ in-vest -ing.” We had a surprise visit from Bob and his service-dog-in-training, Buddy. Bob and his wife Amanda are volunteers for an organization called DogsInVests Inc. DogsInVests trains service dogs to be placed with individuals with disabilities, primarily autism. According to the U.S. Census...
Why Do You Need a Will? According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen after their death, and writing a last will is seldom on a Millennial or Gen Xer’s to-do list. What may surprise you is that approximately 35% of Americans age 65...
For the 2019 Summer Staff Outing, our crew at RMR Wealth Advisors put our strategizing and creativity to the test at an escape room. Escape In Time, located on the west side of Madison, is merely a front for a privately funded research company, The Deja Institute. The scientists at The Deja Institute have been working for decades to master travel through time and space. Our particular exploration was called Captain’s Cove. Captain McGinnis committed...