Attentive, Responsive, Personalized, Thorough
At RMR Wealth Advisors, we take advising our clients very seriously and understand how important it is to work with experienced advisors who understand the value of your trust, who take time to listen, to understand your needs and your goals. Exceptional service and personal attention are a hallmark of RMR Wealth Advisors. It is a defining quality that sets us apart from our competition. We make ourselves available to you for all your financial questions or concerns. Working with you and working for you, it is our desire to be there for you, whenever you need us in whatever way we can.
Integrity, Strength, Experience, Resources
Our Professional Personnel provide over 70 years collective experience:
- 2 Certified Financial Planner Practitioners™ (CFP®)
- 1 Chartered Financial Analyst® Charterholder (CFA®)
As a Registered Investment Advisor, we act in your best interest at all times, held to this standard by:
- Investment Advisors Act of 1940
- CFP® Board and CFA® Institute ethical standards
- RMR firm values, and
- RMR staff personal values.
Working with you and for you, our focus on you is enabled by:
- 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.
Our broad, deep and global resources:
- 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 .
Continue to Philosophy and Mission