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Our Mission

To provide thoughtful and creative solutions for our clients. To make a positive difference in their lives by taking them from where they are to where they want to go.

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Our Milestones

1986 – Our founding as an Office of Supervisory Jurisdiction (OSJ) office of Financial Network Investment Corp. (now part of Cetera) focused on deepening relationships with clients

2014 – Started our Registered Investment Advisor (RIA), enhancing the independence of our financial leadership team

2021 – Reached $1B in Assets Under Management through our Registered Investment Adviser

The Man Who Set Motion
For RMR to Succeed

Stuart R. Miller

As our client, you can still feel his impact even today.

Stuart’s 26-year-leadership as President of RMR Wealth is viewed as a major factor in our firm’s success. Stuart was an exceptional leader, mentor, and friend to the members of our team and the patriarch of the RMR family. He was respected for his exceptional talent and skill, as well as for his kind and compassionate demeanor. Stuart maintained long-term relationships with his clients to help them achieve their objectives. During his illustrious career, he worked with fiduciaries of endowments, not-for-profit organizations, and private trusts to establish clear and concise goals for investment and spending policies. Once goals were established, he constructed an investment Policy Statement together with the Fiduciary to optimize the investment mix and enable the organization to achieve its goals. Stuart’s diligent ongoing monitoring of the Investment Policy Statement and evaluation of Money Managers was crucial to the success of his efficient Money Management process. Stuart was a member of the Financial Planning Association (FPA), a charter member of the National Association of Renaissance Advisors as well as a Renaissance Inc. Advisor. He held a master’s degree from New York University and a bachelor’s degree from Clark University.

We Believe in Community Wealth

A Commitment to Giving Back.

We are dedicated to communities and the people that make them. We believe the community is worth investing into; whether through efforts such as book and food drives or volunteering in underprivileged school districts, community centers, and more. We believe in our continually strive in brighter communal wealth.