Client First • Trust • Genuine Care • Diligence
Our values are who we are. You are who we serve.
You set the agenda for our relationship; we are here to be your guide, not your boss, as we help you pursue your goals
Your goals are integral to who you are; we are committed to providing you a trusting partnership as we pursue your objectives together
Our focus is helping you reach your goals; we truly care about the people we serve
Details matter, especially in a fast-paced investment environment; we are committed to paying attention to the little details
We are honored to serve a diverse group of clients. We are practiced in serving families, pre-retirees, retirees, nurses, educators, and independent women.
Wealth with Simplicity®
We believe the most important way we can help you stay on track is to simplify the process for you. Wealth with Simplicity® is a process designed to help you realize the full breadth of your financial needs. We will help you plan for your entire wealth journey, from accumulation to legacy creation.
We are here to be your coach – to draw up the plan and ensure you have the knowledge and advice to help you execute it.
Risk Aware Investing
Risk is inherent to investing. Life changes rapidly – and so can the markets. We build portfolios around the practice of analyzing, measuring, and responding to risk.
Risk Aware Investing is like a GPS for your financial life. Your GPS maps your morning commute for your final destination, adjusting for traffic, responding to changing and sometimes unexpected risks along the way. Our process monitors the changes in markets and helps you to continuously adjust to keep moving toward your goals.
Simplify your financial life today, contact CMR Financial Advisors to get started.
CMR Financial Advisors, Inc.
1003 Bishop Street, Suite 2620
Honolulu, Hawaii 96813