Marshall Burroughs

Wealth Advisor @RMR Wealth Builders, Inc.

Montclair, NJ, US

RMR’s mission is to provide our clients with thoughtful and creative solutions that will make a positive difference in their lives, taking them from where they are to where they want to go. We approach financial and life decisions with a “Plan First” mentality. Our client-centric planning process focuses on three principles; organize, educate, and guide. As a CFP® professional, I collaborate with each client to organize their goals and current financial situation, provide the education needed to make more informed decisions, and guide clients through the steps to make their financial plan successful.

Harvard University

Bachelor of Arts (BA), Political Science and Government

Columbia Business School

Master of Business Administration (M.B.A.), Finance, General