
Erik Mikkelson is the founder of RMR Wealth Advisors, LLC. As a family wealth advisor specializing in comprehensive...
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.
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
Erik Mikkelson is the founder of RMR Wealth Advisors, LLC. As a family wealth advisor specializing in comprehensive...
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...
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