McCarthy, Rose & Mills, L.L.P. is a Certified Public Accounting Firm
MRM Financial Advisors, LLC is a Registered Investment Advisor

Form ADV Part 2A

Please click the link below to review our ADV Part 2A Brochure. If you have any questions or require additional information, please feel free to contact us at 214-969-0400.

MRM Financial Advisors, LLC ADV Part 2A Brochure

Privacy Policy

A copy of our privacy policy is available here.

Important Disclosure Information

MRM Financial Advisors, LLC (MRM) is registered as an investment adviser with the State of Texas and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.

Please remember that past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. There can be no assurances that a portfolio will match or outperform any particular benchmark.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

MRM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MRM web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MRM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MRM by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Clients may have the ability to “link” accounts to various third parties such as but not limited to Riskalyze and MoneyGuide Pro for which MRM has no trading authority over, e.g. bank accounts, credit cards, and other brokerage accounts (Excluded Assets). The client and/or his/her/its other advisors that maintain trading authority on those accounts, and not MRM, shall be exclusively responsible for the investment performance of the Excluded Assets. In addition, these third parties also provides clients access to other types of information, including investment management and financial planning concepts, which should not be construed as services, advice or recommendations provided by MRM. MRM does not provide investment management, monitoring or implementation services for the Excluded Assets. Clients may engage MRM to provide investment management services for the Excluded Assets pursuant to the terms and conditions of the Investment Advisory Agreement between MRM and the client.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless MRM, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from MRM.

When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email or online profiles. We (or service providers on our behalf) may then send communications and marketing to these emails or profiles. You may opt out of receiving this advertising by visiting https://app.retention.com/optout