Sr. Wealth Advisor
CFP®, CFA®
emikkelson@merceradvisors.com
As a family wealth advisor Erik specializes in comprehensive financial and business planning for family office and multigenerational families. Erik was the founder of RMR Wealth Advisors, LLC prior to joining Mercer Advisors in 2023, and is honored to have served many families for over 20 years as their wealth advisor. Prior to founding RMR Wealth Advisors, he was co-founder of Rich Mikkelson Rich Financial Advisors In addition to Erik’s financial and business background, he has experience in investing in commercial, residential, recreational and legacy real estate properties. He has had previous careers in both the service and consumer products industries focused on strategic planning and project management. Passionate about time with his wife Lisa, Erik enjoys when they can get together with their young adult children, friends and family. Erik is an avid fisherman, boater and archery hunter, finding both challenge and often clarity of thought through time on the water or in the woods.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.