Business Description

RMR Financial Advisors LLC seeks to help you build and preserve your wealth. Through client-specific financial analysis and investment research, our fee-based services are designed to help your financial well being for the long-term. As your financial planner and investment manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs. We are an independent fee-based financial planning and investment mangement firm. Generally, our clients come to us to help them with a financial planning need that has arisen due to a life event, such as nearing retirement, divorce, inheritance, job change, lawsuit settlement, retirement income planning, etc. Specifically, we develop a dialogue with our clients to learn their goals, concerns, and values. Once we have a clear understanding of those points, we develop an investment management strategy that is in alignment with their plan and objectives. If there is a need for insurance to cover any risk exposures, we will also develop a risk management and insurance plan. Our typical client profile is as follows: 1) Life event that causes them to want to proactively evaluate their financial picture. 2) Generally has $250,000 or more of investable assets. 3) Wants to work with an advisor on a long-term basis. 4) Appreciates independent and fee-based advice.

Prepared By:

Christopher Rich

Business Description

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