RMR Wealth Builders

Specialties

RMR offers comprehensive Financial Planning, Estate and Retirement Planning, Portfolio Management and Review, Retirement Plan Consulting, and Tax and Estate Planning. These various planning and management specialties are designed to help you build, manage, preserve and transfer your wealth. We also provide special services for College Planning, and perform Insurance Analysis and Aggregated Account Reporting.

History

Established in 1986.

In the very early days of our careers, as individuals, we worked for traditional major firms and were very successful. But soon into our practices, we realized that our principles and methods of doing business were in conflict with the traditional policies of many of the major firms. We have certain principles and beliefs in how clients should be treated and respected. We are proud of our strict adherence to fiduciary standards, the alignment and embracing of our professional and personal principles within the team, and the long-​term stability of our founding partners.

Meet the Business Owner

Douglas R.

Business Owner

Doug is an Investment Advisor Representative (IAR) through Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 63 and 24 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.