01. About Us

RMR Wealth Advisors specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

02. Our Philosophy

Dedicated to helping you as an individual, family or business, our Certified Financial Planners® work to help you enhance and protect your wealth, to meet your goals and needs.

03. Our Process

The wealth planning process is a multi-step process that helps you identify and reach your objectives. You may benefit from having a written strategic plan for reaching specific goals and/or solving specific problems.

 

Wealth Planning

Our wealth management services provide a comprehensive level of planning and investment management for people either in the "accumulation" stage of life and desiring to increase their investments on a regular basis; or those in "retirement."

 

Investment Planning

After we analyze your retirement and investment goals through careful portfolio evaluation, cash flow analysis, income tax planning, and estate plan review; investment recommendations are made. We actively manage your portfolio and provide regular personal guidance to keep you on track, both now and For Your Financial Future.®

 

Family Office Services

RMR offers Comprehensive Family Services that assist multiple families with a variety of more complex issues related to their wealth management needs. These services include those offered to our portfolio management clients and much more.SM

Our Team

Erik Tie 2 closer sm

Erik Mikkelson is the founder of RMR Wealth Advisors, LLC.  As a family wealth advisor specializing in comprehensive...

Doug Tie 2 closer

Certified Financial PlannerTM (CFP)
Chartered Financial Analyst® Charterholder (CFA)
Investment Advisor Representative

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Using excellent communication skills and a proactive approach, along with an emphasis on continuous improvement, I...

As the newest addition to the RMR team, I’m excited to bring my skills to select RMR clients. I have worked in Wealth...

In my role as Client Service Coordinator, I am committed to assisting clients and the team in a positive and friendly...