A complete list of active advisors currently associated with JRM Tax & Wealth Management, LLC
Warmer can help you find a great advisor at JRM Tax & Wealth Management, LLC or one who fits your needs even better.
JRM Tax & Wealth Management provides investment management and a range of financial planning services to individual and high-net-worth clients, including hourly, project-based, and ongoing comprehensive planning engagements. The firm reports roughly $895,600 in assets under management and serves a small client base, offering tailored investment and planning work for each client. The firm’s investment approach is primarily passive and informed by modern portfolio theory, building diversified, index-based portfolios and managing accounts on a discretionary basis. Financial planning and portfolio supervision explicitly consider tax efficiency and asset location, and the adviser recommends Schwab as a custodian for execution and custody. A notable feature of the firm is its affiliation with a separately operated CPA practice: the owner devotes substantial time to both the advisory and accounting businesses and may coordinate tax planning or refer clients to the affiliated CPA firm when appropriate. This close adviser–accountant relationship, along with the small scale of the practice and flexible planning options, distinguishes the firm from most independent advisers.
To learn more about the advisors currently working at JRM Tax & Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Aston, PA
| 3
|
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