About Us

RMR Wealth Management, LLC is an SEC-registered investment advisory firm that provides high net worth individuals and institutional clients with comprehensive and personalized wealth management planning expertise.

RMR Wealth Management was founded by Brian Mayer and Phil Rabinovich, senior investment officers with over 60 years of combined financial services and wealth management experience.

RMR Wealth Management works with you through every step of the financial planning process in an open and transparent way, and every investment decision we make is determined by your specific goals and geared toward the strategy that we implement together.

RMR Wealth Management provides custom wealth management services tailored to your financial needs.

At all times, we maintain the flexibility to alter your plan should circumstances change and require us to modify the strategy. We understand and appreciate our role as financial advisors. As partners in the wealth management process, we work hand in hand with you to address both the financial opportunities and challenges along the way.

Our Philosophy

Objective

As an independent firm, our compensation is not based on how much we sell of any specific investment vehicle or proprietary product. We are wholly invested in your satisfaction and agnostic about decisions pertaining to which investment products and professionals we choose to work with. Our central goal is to help devise and implement an investment strategy that allows you to achieve the best outcome based on your specific goals.

Principled

Our qualifications, skill sets, and experience offer unique perspectives and insightful guidance. Our principals have 50 years of experience that enable us to apply our knowledge in both fundamental and technical analysis to our actively managed portfolios to ensure yours is well-balanced, goal-oriented, and adequately aligned with current market dynamics.

Research Driven

Research is essential for making informed investment decisions and managing risk effectively. We collaborate with multiple research firms and providers that help inform our investment decision-making. We employ fundamental analysis to identify strong, sustainable companies to invest in, while utilizing technical analysis to determine market trends and define risk parameters. By combining the two strategies, we navigate the complexities of the market to make thoughtful, scrutinized investment decisions.

Proactive

We can’t control the markets, but we can control how we prepare and react to them. We can plan proactively for the unexpected. We can devise a strategy to mitigate risks and help you navigate through every market cycle. We will work diligently to safeguard your assets with a comprehensive plan that anticipates a range of scenarios.