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Stay Focused on Your Client with the help of RMR's Shared Services Platform for Financial Advisors. 

Support, Guidance & Management 

FLEXIBLE SHARED SERVICES PLATFORM

We are a family of advisors focused on helping clients achieve their personal and corporate goals. We are not just another B/D or RIA platform for you to do business on. Our financial advisor services team consists of Financial Advisors, and we share the same needs for services as you do.

RMR Wealth Builders, Inc. is a Hybrid RIA and financial advisor platform which allows you the flexibility to operate both a fee and commission based practice

RMR has an experienced team with a successful history of independent financial advisor leadership. In the early days, RMR developed successful Advisors by helping to build their practices and transition from primarily commission-based practices to fee-based advisory.

Black Diamond

Financial Planning

Primary Custodian

Customer Relationship
Management

Broker-Dealer

Insurance Agency

Benefits Administration

ADMINISTRATIVE SUPPORT

PROPOSALS

Gather your prospects’ statements and send them in to our proposal team. In 72 hours or less you will receive back a customized proposal and analysis that is ready to be shared with your prospect.

OPERATIONS

Our team prepares the required paperwork, processes, and follows up as needed to ensure your business is processed correctly and efficiently.

REPORTING

Our team can generate a variety of custom investment and account related reports to help you better communicate with your clients and prospects.

TRADING

Our goal is to keep you focused on your client relationships. Our trading team is available to handle customer transactions on your behalf.

FINANCIAL PLANNING & ANALYSIS

Leverage our expertise and outsource your Financial Planning to our CERTIFIED FINANCIAL PLANNER® Professionals. Our Financial Planning Team will create a comprehensive financial plan directly for your client and can even deliver the presentation for you.

Our goal is to make sure your client knows that you are not alone and that you have a talented group of professionals behind you.

PLANNING & ANALYSIS OPTIONS

Comprehensive
Financial Planning


Retirement Income
Planning


Budgeting & Debt
Management


Risk Management
Planning


Employee Benefit
Plan Review


Corporate Retirement
Plan Analysis

Asset Allocation
Review


Education Expense
Planning


Estates & Trusts
Planning


Charitable Gift
Planning


Corporate Benefit
Plan Analysis


Corporate
Buy/Sell Planning

INVESTMENT MANAGEMENT

RMR’s flagship investment program, Generations, is designed to help your portfolio Build & Grow to meet your goals.

Our program keeps you up-to-date with the upcoming changes, offers both Passive & Active portfolio strategies, and allows for accountspecific customizations.

As of July 2021 the Generations Model Series has over $600,000,000 in assets under management in over 1,200 customer accounts.

INVESTMENT OPTIONS

ACCOUNT SIZE

$2,500 – $24,999
Generations Core Strategy
Our core strategy uses low-cost, passive index funds to access exposure to the broader markets, while closely tracking benchmark style and sector weights. Accounts at these lower levels will tend to have higher allocations to equity in hopes that they can grow to.

$25,000+
Generations Wealth Strategy
Our wealth building strategy employing both passive and active funds. Low-cost index funds are also at the heart of this strategy, but some active management will be used in the form of a few actively-managed funds, as well as over and underweighting relative to its benchmark in certain styles and sectors.

$500,000+
Generations Growth Strategy
A supplemental strategy to Generations Wealth, comprised of individual equities (mostly common stocks), for those at higher account levels. This strategy is managed with a tilt toward the Large Growth style and Technology sector, given the firm’s favorable insight and research on technology companies.

$1,500,000 +
Active Pillar Strategies**

Exchange Traded Funds

Mutual Funds

Alternative Investments

RISK TOLERANCES

Capital Preservation
(Target: 0-15% Equity)

Conservative
(Target: 15-30% Equity)

Conservative Growth
(Target: 30-45% Equity)

Balanced
(Target: 45-55% Equity)

Moderate
(Target: 55-65% Equity)

Moderate Growth
(Target: 65-80% Equity)

Growth
(Target: 80-95% Equity)

Aggressive
(Target: 95-100% Equity)

SMAs Available*
*For investors interested in Separately Managed Accounts by other selected Third-Party Managers are subject to their asset limits. For clients with very large amounts of wealth, third-party investment managers may be used outside of our Generations Strategies to further expand the team of specialists managing your money and to provide enhanced diversification benefits.

RESOURCES & SPECIALISTS

FINANCIAL WELLNESS

Through our strategic partnerships, we have access to deliver and distribute a variety of Financial Wellness platforms.

STRUCTURED PRODUCTS

Our Due Diligence Specialists will review offerings and provide access to a select list of Structured Products meeting our criteria.

INSURANCE

Our Insurance Support Specialists will assist and monitor your cases to ensure they are processed correctly and efficiently.

TAXATION

Through our strategic network, you gain access to Certified Public Accountants who can assist you and your client.

CORPORATE BENEFITS

Our Benefit Specialists can help design and deliver group benefit plans including voluntary work site solutions.

DEFINED CONTRIBUTION

Our Retirement Planning team can help you with Vendor RFPs, Investment Lineup Selections, Plan Design, and much more.

EQUITIES

Our Investment Committee can offer opinions or provide analysis on Equity positions. We also offer Equity SMA portfolios managed by RMR.

REAL ESTATE INVESTMENT TRUSTS

Our Due Diligence Specialists will review offerings and provide access to a select list of REITs meeting our criteria.

PROPERTY & CASUALTY

Through our strategic network, you gain access to Property & Casualty Insurance Agents who can assist you and your client.

TRUSTS & ESTATES

Through our strategic network, you gain access to Law Firms & Attorneys who can assist you and your client.

BENEFITS ADMINISTRATION

Through our partnership and ownership in HR Ease we provide a complete HR solution for On-boarding, Benefits Admin., and Enrollment.

DEFINED BENEFIT

Our Retirement Planning team can help you design appropriate investment lineups that account for plan liabilities.

FIXED INCOME

Our Investment Committee can offer opinions or provide analysis on Fixed Income positions. We also provide a preferred list & SMA strategies.

FIXED & VARIABLE ANNUITIES

Our Due Diligence Specialists will review offerings and provide access to a select list of Structured Products meeting our criteria.

INSURANCE

Our Insurance Support Specialists will assist and monitor your cases to ensure they are processed correctly and efficiently.

LICENSING

Our Licensing Specialists will track your expiring licenses, alert you of your CE requirements, and assist in the renewal process.

PAYROLL SOLUTIONS

Through our strategic network, you gain access to multiple payroll relationships which can help your clients streamline their payroll processing.

LEAD GENERATION SEMINARS

Our Lead Generation Seminars put you in front of Retirement Plan Participants, Union Members, and Prospects as an expert who can help them.


METHODS OF AFFILIATION

OVERRIDE

A traditional override model offering a competitive payout grid. Ideal for an advisor or group with average revenue under $350,000. As your revenue grows, so does your payout.

FLAT FEE

Maximize your payout and have all your costs conveniently bundled into a fixed monthly fee. Ideal for an advisor or group with average revenue over $350,000.

PORTFOLIO MANAGEMENT

Leverage our investment expertise while managing your own practice. Outsource your Investment Management to our Pillar Investment Platform.

LEVELS OF AFFILIATION

FINANCIAL ADVISOR

Grow your practice with access to RMR’s services and support. Leverage our outsourcing and lead generation opportunities to take your practice to the next level.

VICE PRESIDENT

Advisors who have accumulated over $50,000,000 in assets under management or who are producing annually more than $400,000 in gross revenue.

DIRECTOR

Reserved for those Advisors working within our network to support certain lines of business and assist our Affiliated Advisors with growing their respective businesses.

We Invest in You,
Giving You the Best of All Worlds

Your mission is to help your clients achieve their personal and corporate goals. Our mission is to help you fulfill your mission by investing in you. Giving you access to the ultimate one stop in resources, education, investment guidance and operational support. Most importantly an all-embracing community. We’ve been providing this partnership service to our Advisors and continuously building upon it since 1986.

In addition to our team, we also partner with a wealth of vendors whose products and services can help you streamline your business. Imagine improving your efficiency, thus in turn the effectiveness of the services you provide to your clients. This relationship allows a winning combination, allowing retention of your independence while having our support. Empowering you to help your clients achieve their personal goals and create a financial plan that will help them realize their ambitions for those big life moments that most to them and their families.

Contact Us

Help Your Clients Create a Financial Plan, That Will Help Them Achieve All Those Big Life Moments.

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Our Flexible Shared Services Platform:
Partnering with Great Companies

Reporting & Trading

Financial Planning

Primary Custodian


Secondary Custodian


Secondary Custodian


Retirement Plan Reporting


Customer Relationship Management


Broker-Dealer


Insurance Agency


Benefits Administration


Digital Asset Custodian, Reporting & Trading


Investment Analytics

When it Comes to Administrative Work, We Do the Heavy Lifting

Proposals

Save valuable time by having our proposal team prepare a customized client proposal ready to share with your prospect in 72 hours or less.

Operations

Ensure accurate, efficient paperwork, processing, and client follow up through the support of our operations team.

Reporting

Improve communications with prospects and clients when our team generates a variety of investment and account related reports.

Trading

Stay focused on your client relationships and let our team handle customer transactions.

Financial Planning & Analysis Backed by Our Team

Gain time and insights by outsourcing your Financial Planning to one of our CERTIFIED FINANCIAL PLANNER™ Professionals. They’ll create a comprehensive financial plan directly for your client and even deliver your presentation for you.

Outsource Your Investment Management

Spend time building relationships and let RMR’s investment Managers and Traders perform your investment selection, trading, distribution management tasks, and stay up to date with market changes. Your clients can benefit from both our Active portfolio strategies and we are flexible to allow for account specific customizations. Our programs account for varied account sizes with minimums as low as $2,500 [*As of November 2021, the Generations Models have over $530,000,000 in assets under management in over 1,200 customer accounts.]

Win More Business: Bring Digital Assets to Your Clients.

Let’s Navigate This Frontier Together

Getting on top of new product offerings like Digital Assets can be difficult. So can handling the related investment management and administrative tasks, especially in the infancy of the digital asset movement. At RMR, we’re here to help, so that you can present digital asset investment opportunities to your clients like a seasoned pro. Our Digital Investment Management Experience (DIME) Program, our research and due diligence, and our trading and reporting support, allows you to deliver a familiar client experience and access to this new frontier.

A key RMR partnership facilitates this process:

Gemini is a digital asset custodian and trading platform that takes full custody of the direct owned digital assets, eliminating the worry over storage of private keys and seed phrases. Gemini and BITRIA have joined forces to fully integrate BITRIA’s industry-leading crypto portfolio management platform with Gemini’s institutional-grade custody and exchange capabilities. Learn more.

Be on the cutting edge and give your clients the best and broadest investment opportunities and fast-track your practice to achieve new heights. Just think. You can bring direct ownership of digital assets and strategies into your clients’ accounts. We handle all trading at our discretion like an SMA, keep you involved, and empower you with education and tools to build knowledge of this new asset class and relay critical information to your clients.


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Resources For Your Every Need

Alternative Investments

A focused list of AI’s reviewed and vetted by our investment committee including Digital Assets.

Equities

Monitored portfolios, SMAs, and commentary provided by our investment committee.

Fixed Income

Analysis of and access to fixed income positions and SMA portfolios.

Fixed & Variable Annuities

Analysis of and access to Fee Based Fixed and Variable products.

Insurance

Support through the recommendation, quoting, and processing of Life & Disability Insurance.

Trust and Estates

Access to our network of law firms and attorneys.

Taxation

Access to our network of CPA’s for support with your taxation questions.

Property and Casualty

Access to our network of P&C agents.

Charitable Planning

Support and guidance in charitable planning strategies.

Corporate Consulting

Consultative support for HR & benefits considerations for M&A, growing organizations, and new businesses.

Retirement Plans

Vendor RFP’s, investment lineup selection, plan design, and more.

Group Insurance

Vendor RFP’s, design support, analysis, and recommendations.

Benefits Administration

Access to HR solutions for onboarding, benefits administration, and enrollment.

Payroll Solutions

Access to payroll relationships for small, medium, and large sized businesses.

Financial Wellness

Access to a variety of wellness platforms and in-house educators.


Licensing

Notification of license expiration, CE requirements, and assistance in the renewal process.


Lead Generation Seminars

Access to seminars and leads generated from our retirement plans and public employee programs


We’d Love to Have You Join Our Team of Advisors… And Here’s How

Methods of Affiliation

WEALTH ADVISORS
Wealth Advisors are employees of the firm working for the firm as part of the overall team servicing clients. Wealth Advisors are rewarded through the growth and retention of their clients and based on the growth and development of the firm.

FINANCIAL ADVISORS
Financial Advisors are Independent Contractors with options about how they access the RMR community and enjoy operational, educational and lead generation support.

PORTFOLIO MANAGEMENT
Through our TAMP programs – GAME & DIME, access our investment management and operational support and maintain your licenses elsewhere.

Levels of Affiliation

FINANCIAL/WEALTH ADVISOR
Grow your practice and take it to the next level with access to RMR’s services, support outsourcing, and lead generation opportunities.

VICE PRESIDENT
Advisors who have accumulated over $50,000,000 in assets under management or who are producing annually more than $500,000 in gross revenue.

DIRECTOR
Reserved for those Advisors & Key Staff members who work within our network to support certain lines of business and assist our Advisors with growing their respective businesses.

For more information on Adivsory Services, please fill out the form below