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Erik Mikkelson CFP®

Specializing in comprehensive financial planning, wealth management and family office services, my goal is to enhance and protect your assets to meet your specific goals, retirement needs and wealth preservation. A Certified Financial PlannerTM professional, I selected this career to pursue my longtime interest and commitment to helping families with their financial planning needs and concerns. In addition to my financial background, my 12+ years of business experience focused on strategic planning and project management prepared me to work with complex portfolios requiring highly customized investment management strategies, and also to address a variety of other complex financial needs that often arise when clients have accumulated significant wealth. This may include assisting with the valuation, acquisition or sale of a business, complicated gifting or other wealth transfer strategies, as well as other business consultative services including due diligence coordination with legal and taxation professionals. My reputation and values are based on integrity, trust, and a genuine appreciation of people. I earned a Bachelor of Arts Degree in Economics, with a minor in Accounting from St. Olaf College. Prior to founding RMR Wealth Advisors, I was co-founder of Rich Mikkelson Rich Financial Advisors and before that a Vice President at Financial Planning Services, Inc. Outside of work, I am passionate about time with my daughters, family and friends, and enjoy a variety of outdoor activities.