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Personal Financial Services

Plan, Build & Protect

Planning Your Financial Future

Your personalized Financial Plan translates your complex financial picture into an understandable framework to help you visualize how you will provide for your future needs and achieve your financial goals.

All of our work is reviewed by our CERTIFIED FINANCIAL PLANNER (R) Professionals and provides an objective, concise, and relateable written plan for you to follow. We offer personal financial services at our offices in NJ, AZ, FL, NYC & CT. 

Start Your Plan
Fortify your financial future with a fully
comprehensive plan from our team

The Keys to a Successful Financial Plan

Your Financial Plan is prepared by a CERTIFIED FINANCIAL PLANNER® Professional. Experience & expertise matter in designing a Plan.

The advice you receive is objective, free of conflict, and in your best interest. As Fiduciaries, we are held to a higher standard. A plan is not about selecting products, it is about defining strategies.

The implementation of your plan is the most important step. Our advisors are here to help you every step of the way, but you are also free to use the plan on your own.

Build & Grow Your Portfolio

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

Our Investment Managers oversee the selection of your investments and your account is automatically rebalanced to keep your account on track.

Your advisor will review your account with you and discuss the reasoning for our periodic investment changes. Online and mobile access is also available for you to track your portfolio’s performance on-demand.

Start Building Your Porfolio Today!

INVESTMENT OPTIONS

ACCOUNT SIZE

ACCOUNT SIZE

$2,500 – $24,999
Access Pillar Portfolios

$25,000 – $149,999
Passive Pillar Portfolios

$150,000 – $499,999
Active Pillar Portfolio
Standard*

$500,000 – $1,499,999
Active Pillar Portfolio
Enhanced*

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

INVESTMENT VEHICLES

Exchange Traded Funds

Mutual Funds

Alternative Investments

RISK TOLERANCE

ACCOUNT SIZE

Capital Preservation
(Target: 5-10% Equity)

Conservative
(Target: 15-25% Equity)

Conservative Growth
(Target: 30-40% Equity)

Moderate
(Target: 40-60% Equity)

Moderate Growth
(Target: 60-70% Equity)

Growth
(Target: 75-85% Equity)

Aggressive
(Target: 95-100% Equity)

*   Passive portfolios are allowed for all account sizes.

**   For investors with individual accounts in excess of $1,500,000 we offer Separately Managed Accounts managed by RMR and other selected Third Party Managers

PROTECT WHAT YOU’VE BUILT

It is important to have a strategy to safeguard and secure the future for you and your loved ones.

A well-thought out Risk Management Plan envisions the unexpected and ensures that you have what you need when it matters most. A thoughtful plan assesses how to pay outstanding debts, funeral expenses, estate taxes, care expenses, lost wages, educational costs, and more.


There are multiple approaches to determining the proper coverage levels and the products to fill them.

Our Advisors will walk you through the process, make sure your questions are answered and ensure that you are confident in your plan.

INSURANCE OPTIONS

Term Life

Universal Life

Whole Life

Variable Life

Disability Income

Long Term Care

WHAT IS YOUR INVESTOR PERSONA?

Understanding how and why you make decisions and view investment risk is a critical component of determining a successful investment strategy. As part of our process we utilize a Behavioral Risk Assessment, which is designed to determine your unique Investor Persona.

Find out what kind of investor you are.

Take the Assessment

THE GUARDIAN
Focused on general philosophy, the big picture, and the greater purpose. Values wealth preservation, and an emphasis on what their investments will accomplish.

THE INSPECTOR
Focused on investment trends, the status quo, and keeping up with the Joneses. Tends to follow leads from friends, and is always on the lookout for new and better information.

THE CHIEF
Focused on personal intuition as a decision-making mechanism. Values their own instincts and autonomy. Chiefs have strong convictions and are willing to put investment ideas into action.

THE OUTLAW
Likes to get involved in the investment process. Respects intelligent, level-headed discussions but tends towards contrarian positions. Outlaws are willing to take risks and act decisively.

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