BMR Global Wealth Management Group

What BMR Global Wealth Management Group does

BMR Global Wealth Management Group, Inc. is a private investment advisory firm founded in 2009 and headquartered at 3270 Suntree Blvd., Suite #1103 in Melbourne, Florida. The firm provides holistic financial planning and investment advisory services to individuals, families, and small business owners, with a particular specialization in financial advice during major life transitions such as divorce, retirement, loss of a spouse, business sale, and estate planning. BMR is registered as an investment advisor in Florida and New York and operates with an 11–50 employee headcount under founder and President Rita Medaglio-Barrera.

The service offering spans financial planning, investment portfolio management, retirement strategies including Social Security planning, divorce and separation financial planning with expert witness litigation support, collaborative divorce financial neutral services, and insurance products (life, Medicare supplements, Medicare Advantage plans, and annuities). The underlying technology stack is minimal: a web-based client portal featuring financial calculators, educational articles, newsletters, tax library resources, glossary, and videos serves as the primary client interface and lead-generation mechanism. There is no disclosed mobile application, public API, AI/ML tooling, or proprietary platform architecture; the firm relies on human advisory delivery rather than automated workflows.

Revenue is generated through two streams: fee-based financial planning and investment advisory services, and commissions from insurance product sales. Rita Medaglio-Barrera holds Life, Health, and Annuities insurance licenses in Florida and New York, supporting the insurance commission stream. The go-to-market is sales-led and built around direct one-on-one advisory relationships, professional referrals from divorce and family-law attorneys, community speaking engagements (e.g., AARP Long Island, Suffolk County Bar Association), and earned media placements in outlets such as More Magazine, Chicago Tribune, and Divorce360.com. No public fee schedules, named customers, institutional investors, or funding rounds were disclosed.

Name

BMR Global Wealth Management Group

Legal name

BMR Global Wealth Management Group, Inc.

Website

https://bmrglobalwealth.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

BMR Global Wealth Management Group is a private investment advisory firm founded in 2009, providing financial planning, divorce financial analysis, investment management, and insurance products to individuals and families in Florida and New York navigating life transitions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Life Insurance (6311)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Wealth management services
• Financial planning advisory
• Divorce financial analysis
• Investment advisory services
• Retirement planning services

Headquarters

HQ city

Melbourne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning and Investment Advisory Services: Fee-based financial planning and investment advisory services. The firm is registered as an investment advisor with the states of Florida and New York, providing personalized financial plans covering retirement planning, investments, insurance, estate planning, and divorce financial planning.
2. Insurance Products: Commissions from sale of insurance products including Life Insurance, Medicare Supplements, Medicare Advantage Plans, and annuity products. Rita holds Life, Health, and Annuities insurance licenses in Florida and New York.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

BMR Global Wealth Management Group delivers personalized financial planning, investment portfolio management, and retirement strategies for individuals, families, and small business owners experiencing life transitions. The firm is distinctively specialized in divorce and separation financial analysis, including collaborative divorce neutral services and courtroom expert witness testimony, and supplements advisory fees with commissions from life insurance, Medicare supplements, Medicare Advantage plans, and annuity products under dual Florida and New York licensing.

Product overview

BMR Global Wealth Management Group is a holistic financial planning and investment advisory firm offering a unified suite of services for individuals, families, and business owners experiencing life transitions. The core offerings include Financial Planning, Investment Portfolio Management, Retirement Strategies (including Social Security Planning), Divorce and Separation Financial Planning Services with litigation support, Collaborative Divorce services, and Insurance Products (Life Insurance, Medicare Supplements, Medicare Advantage Plans, and Annuities). The firm also provides educational tools including Financial Calculators, Research Articles, Newsletters, and Videos as part of its client education resources. The practice specializes in serving clients during significant life events including divorce, retirement, loss of a spouse, estate planning, business sale, career changes, and inheritances.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Customized financial planning services covering retirement planning, investments, insurance, and divorce/separation planning delivered through a step-by-step advisory process for individuals, families, and small business owners.
• Investment Portfolio Management Professional management of investment portfolios tailored to individual client objectives and risk tolerance as part of the firm's registered investment advisory practice.
• Retirement Strategies including Social Security Planning Comprehensive retirement planning service that includes Social Security benefit optimization strategies for individuals approaching or in retirement.
• Divorce and Separation Financial Planning Services Specialized financial analysis for individuals and couples during divorce or separation, including cash flow analysis, lifestyle analysis, net worth statements, budget preparation for support payments, asset evaluation, tax liability analysis, and settlement impact assessment.
• Collaborative Divorce Services Financial neutral services for collaborative divorce proceedings, working alongside clients, attorneys, and mediators to support out-of-court settlements.
• Life Insurance, Medicare Supplements, Medicare Advantage Plans and Annuity Products Insurance products including life insurance, Medicare supplements, Medicare Advantage plans, and annuity products offered through the firm's Life, Health, and Annuities insurance licenses in Florida and New York.
• Divorce Litigation Support Services Qualified courtroom expert witness testimony and financial analysis support for Florida clients in divorce litigation cases.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Expansion highlights4 records

Broad incumbents

• Cetera Financial Group: Large financial advisory firm supporting independent RIAs and their individual clients. Comparable to BMR in the registered investment advisor and financial planning category, with overlapping retirement and life-transition advisory offerings.
• Commonwealth Financial Network: Large independent broker-dealer and RIA support firm serving thousands of financial advisors. Comparable to BMR in providing the back-office infrastructure for registered investment advisors offering financial planning to individuals.
• Carson Group: Large RIA support and wealth management firm with advisor network across the U.S. Comparable to BMR as a registered investment advisor serving individuals and families with financial planning and investment advisory services.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, and tax services to individuals and families. Comparable to BMR as a registered investment advisor delivering holistic financial planning across retirement, estate, and life-event needs.

Direct peers

• Facet Wealth: Digital-first flat-fee financial planning firm serving individuals and families across life transitions. Comparable to BMR in offering personalized financial planning to mass-affluent/affluent households with a hybrid tech-plus-advisor delivery model.
• XY Planning Network: Network of fee-only RIAs focused on Gen X and Millennial clients undergoing life transitions. Comparable to BMR in serving individuals through life-event-driven financial planning under a registered investment advisor model.
• Zoe Financial: Curated marketplace of vetted independent financial advisors for individuals and families. Comparable to BMR as a fee-based financial planning practice serving individuals with comprehensive planning needs.
• Harness Wealth: Tech-enabled RIA platform connecting clients with vetted financial advisors for tax, retirement, and life-event planning. Comparable to BMR in serving individuals navigating financial complexity with personalized advisory support.
• Domain Money (Empower): Flat-fee financial planning service now part of Empower, serving individuals with comprehensive planning needs. Comparable to BMR in offering personalized financial planning to individuals, including retirement and life-transition advisory.

Emerging players

• Ellevest: Women-focused digital wealth management and financial planning platform. Comparable to BMR in providing financial planning and investment advisory to individuals navigating major life decisions, with an overlapping demographic and life-event focus.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bmr-global-wealth-management-group-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BMR Global Wealth Management Group