Your future needs a plan
Our mission: We help clients solve current financial challenges and plan for their future with confidence
Our Business
Simplify your financial life
Strategy & Planning
Integrated Personal Services
Customized services based on your unique needs
“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra
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Set it and forget no longer works! In today’s market, being passive with your retirement savings is no longer an option.
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“The hardest thing in the world to understand is the income tax.” Albert Einstein
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“If you don’t invest in risk management, it doesn’t matter what business you are in, it’s a risky business.” Gary Cohen
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“We all die. The goal isn’t to live forever, but to leave behind something that will.” – Chuck Palahniuk, author
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“Do not save what is left after spending, but spend what is left after saving.” Warren Buffett
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What our clients say about us
*Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.
Explore our investment solutions
Investments
The WealthBuilder Portfolios are risk-based investment portfolios created and managed by MRA's Investment Committee. Investing in these portfolios do not constitute a promise or guarantee that the investor will build wealth. Click here to learn more about investment methodology, risks, fees and other factors to consider before investing.
** Available for clients with a service agreement.
Build a ROADMAP FOR YOUR FINANCIAL FUTURE
View your financial life. Anytime. Anywhere.
- Track your assets and liabilities 100%
- Set and track financial goals 100%
- Partner with a Wealth Advisor** 100%
Insurance Corner
Shop for insurance on your terms
Integrated Tax Services
Personal Taxes
We work as part of your team to ensure that taxes don’t derail your financial plan. Our tax experts stay up to date on the ever-changing tax laws and can help you make appropriate decisions. We are available year-round and we are proactive in tax planning and filings to ensure that efficient tax strategies are discussed and implemented as appropriate.
Business Taxes
Our team has decades of experience preparing business tax returns, including:
- Schedule C, partnership, and corporate income taxes
- State and local sales taxes
- Payroll taxes
- Specializing in start-ups and sole-proprietors
Bookkeeping
Accounting and Bookkeeping for businesses include:
- QuickBooks consulting and training
- Quarterly transaction entry and/or bank reconciliations
- Preparation of key management reports
Payroll and benefits
Take the mystery out of payroll processing and employer/employee benefits
Refreshingly easy payroll and employer/employee benefit options so you can get back to what matters the most.
Services offered in partnership with Gusto.
Business Planning
Starting a business
- According to the Small Business Administration (SBA), 1 in 12 businesses closes every year in the U.S. The primary reason for business failures is lack of proper business planning. We provide advice on business start-ups and ongoing support to help start and stay in business!
Succession Planning
Exiting a Business
100% of business owners will be exiting their businesses during their lifetime. What’s your exit plan?
- Family business transition
- Iliquid business assets
- Protection Planning: life, health, disability
- Multi-generation business planning
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- Dealing with a job loss?
- Concerned about your investment portfolio?
- Need a transition to retirement?
- Paying too much in taxes?
What can we simplify for you today?
What to expect from an initial conversation with us:
- A friendly and knowledgeable staff who understands the financial issues of your generation
- Confidentiality about your financial situation
- Professionals who work in a fiduciary capacity
- An open conversation about your financial goals and dreams
- An initial assessment of any “financial blind spots” which may be in the way for you to achieve your financial goals
- Disclosure on how we are compensated and an outline of how we can partner with you to help you reach your financial goals
Initial Meeting
Schedule an initial meeting with one of our Advisors
Latest News
The WealthBuilder Planning Mobile App is Here!
The WealthBuilder Planning App. View your financial life. Anytime. Anywhere. Our WealthBuilder Planning services offer an ongoing collaborative financial planning process: Uncover financial blindspots: We help you identify financial blind spots in your personal...
Marco Lima, CFP® Book Release: Building Enduring Wealth for Retirement
I am thrilled to share some exciting news regarding my latest project. I’m launching a new book today that I believe will greatly interest you!Titled "Building Enduring Wealth For Retirement," this book represents months of dedicated effort and research. It dives deep...
MRA’s High Yield Savings Acct with 4.42% APY*
Open an account today from the MRA Advisory Group website: MRA High Yield Savings Account Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. It is general in nature that the statements herein are not a complete statement of all...
50/30/20 Budgeting Rule
If you'd like to get a second opinion on your financial plan, you can schedule a complimentary 1st meeting with one of our advisors and we'll give your plan a second look. Schedule a Complimentary Meeting with MRA The 50/30/20 budgeting rule is a simple and effective...
5 Tips to Find Your Successful Business Strategy
Starting and maintaining a successful business is rarely a perfect upward trajectory. As a business leader, you will face many situations that test the core of your vision, your stamina and your motivation on the journey to success. When these challenging events...
Moving out of the U.S.? Beware the Tax Consequences
If you’re contemplating a move out of the U.S., think hard about why you want to go. Is it just the right time to retire to the tropical beaches of Costa Rica or to the European charm of Lisbon? Or is it to avoid paying taxes? Those trying to avoid taxes may...
Learning How to Market Your Skills
As a professional, it's important to not only have a strong set of skills and expertise, but also know how to market yourself effectively. Whether you're looking for a new job or seeking out freelance clients, being able to effectively promote your abilities is...
What Women Should Consider When Nearing Retirement
Have you noticed your mind drifting? Have you been daydreaming of new ways to envelop yourself in a state of complete relaxation? Have you been envisioning lazy days listening to the peaceful, serene sounds of ocean waves as the sun rises on the horizon? The beach...
Update: MRA High Yield Savings Acct. ACH Transaction Limits
Beginning on October 1, 2024, the daily ACH withdrawal limit from MRA's High Yield Savings account with StoneCastle, will be $25,000. The monthly limit will be $100,000 (every 30 days). Clients that have a need for withdrawals in excess of these limits, may simply...
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