Broker Check

RMR names Tyler F. Whitehouse, CFP®, CAP® its first Managing Director of Personal Wealth

| October 24, 2023

MONTCLAIR, NJ, October 15, 2023 - RMR Wealth Builders, Inc. has named Tyler F. Whitehouse, CFP®, CAP® the firm's first Managing Director of Personal Wealth. In this new capacity, Mr. Whitehouse will be responsible for overseeing the Personal Wealth division at RMR.  As Managing Director of Personal Wealth, Mr. Whitehouse leads an experienced team of financial professionals who work with clients to develop strategies and recommend personalized solutions designed to accumulate, protect, and transfer wealth.

Mr. Whitehouse first joined RMR in 2008 as an independent advisor, responsible for nurturing and developing his own client base. He became a CERTIFIED FINANCIAL PLANNER™ Professional to better service his clients through holistic financial planning and began using the knowledge he developed to help other advisors in the firm service their clients. Since 2017, Mr. Whitehouse has served as the Director of Financial Planning. During his time in that role, he has led the development of our financial planning team and the transition of our Personal Wealth practice from an asset management focus to a financial planning focus.

Mr. Whitehouse’s transition from Director of Financial Planning to Managing Director of Personal Wealth broadens his role within the firm to not only oversee Financial Planning but also to oversee the entirety of how we service our Personal Wealth clients. In a recent statement Ryan DeGrau, CEO of RMR Wealth Builders, highlighted the importance of this transition, "Tyler's elevation to Managing Director of our Personal Wealth division is a significant moment for him and the firm. Our firm is growing in depth, and we need our executives to advance in their positions. Tyler was a key leader in establishing a financial planning first approach throughout our personal wealth business. We fully expect that he will continue to be an asset in the years to come and look forward to the continued development of the financial planning services we offer our clients.”

RMR has a long-standing policy of promoting from within whenever possible. In doing so, both our staff and clients benefit from the knowledge and skills acquired over time while ensuring the continued high quality of our brand. Mr. Whitehouse’s track record and financial planning expertise make him the ideal Managing Director of Personal Wealth, ensuring we continue to exceed client expectations by placing financial planning at the center of all engagements.

RMR Wealth Builders, Inc. was founded in 1986 with you in mind. For over three decades we have followed a disciplined process and sought to develop long-term relationships with the people we serve with our wealth management offices. We are dedicated to our principles and focused on providing thoughtful and objective advice. Our clients rely on us to advise them on their financial future, and we take that responsibility seriously. We make every effort to develop, nurture, and protect our partnership with you.