Fairfield, CT Office

Christopher McCoy is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Calton & Associates, Inc. for ten years before joining RMR Wealth Builders in 2019. Outside of his advisory role, McCoy serves as a commissioner for the Fairfield CT Parks and Recreation Commission and is involved in political representation as District 7 Representative for the Fairfield Republican Town Committee. He also consults for Gerson Lehrman Group, is a member of HR Ease, LLC, and provides Medicare health insurance solutions as an independent contractor. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client accounts managed through independent custodians and systematic model-based allocations.

Matthew Levens is a financial advisor at RMR Wealth Builders, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc. from 2015 to 2023. Outside of his advisory role, he serves as a board member for After School Rocks, a music instruction organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and specialized service lines such as FDIC-sweep deposit programs and digital-asset custody through Fidelity Digital Assets.