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Who We Are

Your financial future and success are important to you and they are important to us. Whether we are working to provide solutions for your household, your employees, or your company, we know you work hard, and we believe RMR should care as much as you do. 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. We are dedicated to our principles and focused on providing thoughtful and objective advice. Our clients rely on us to help create a secure financial future and we take that responsibility seriously. We make every effort to develop, nurture, and protect our partnership with you.

RMR Wealth Builders, Inc. was founded in 1986 by a group of financial advisors that banded together to create a firm with a culture of delivering quality service and advice through an approach focused on relationships. Through RMR’s history, our firm has expanded while continuously altering and improving the services we provide through our advisors and consultants. At one time or another, our firm has served as the back office operations and compliance platform for large national credit union financial services platforms. We have served as outsourced investment managers and financial planners for advisors with their own private practices. We were also once a regional office of and equity owners in Financial Network Investment Corporation which is now part of the Cetera network of broker/dealers. Today, RMR is a registered investment adviser, insurance agency and consulting firm serving households and corporations. Our team of advisors and consultants follow a disciplined process to uncover your true needs and recommend strategies, products, and ideas that help clients and organizations reach their goals. We stress a culture of creativity, thoughtfulness, and philanthropy.

Meet the Team