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. 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.
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, 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.®
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
Our Team
Certified Financial PlannerTM (CFP)
Chartered Financial Analyst® Charterholder (CFA)
Investment Advisor Representative...
Using excellent communication skills and a proactive approach, along with an emphasis on continuous improvement, I...
As the newest addition to the RMR team, I’m excited to bring my skills to select RMR clients. I have worked in Wealth...
I received the Registered ParaplannerTM certification from the College for Financial Planning in 2000. I have passed the...
Talk Wisconsin / Wisconsin Women
Dara stopped by Channel 57 to discuss the challenges women face in saving for retirement
Everyone's Plan
Bringing Value, Solving Problems and Leaving a Legacy is now available on Amazon! RMR founder and owner Erik Mikkelson authored the chapter entitled, “For Your Financial Future.® Foreword by Tom Ziglar, son of Zig Ziglar, the book features stories from Thought Leaders, Entrepreneurs, Professionals, Real Estate Investors, Entertainers and more. Starting with his personal history and work background, Erik Mikkelson shares how he moved into the finance industry in order to “help people meet their family’s financial and lifetime desires, retirement dreams, and wealth preservation and legacy wishes.”
In celebration, RMR is giving away a limited number of signed copies. Please email lisa@rmradvisors.com if you would like to request a copy. If you prefer to purchase a copy, it’s now available on amazon.com.
Other authors include:
Bob Burg – Speaker and co-author of the Go-Giver
Denis Waitley – Iconic Speaker and author of Seeds of Greatness
Mitzi Perdue – Family Business Expert, Speaker and Humanitarian
Ray Higdon – Founder of RankMakers, Author and Speaker
Robert Helms – Top Real Estate Podcast Host, Developer and Speaker
Rachele Brooke Smith – Actress, Filmmaker, Speaker and Entrepreneur
Kyle Wilson – Marketer, Strategist and Founder of Jim Rohn International
Women and Investing: A Financial Guidebook
Blogs
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Proper estate planning requires you make certain decisions well in advance.
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?