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Our Mission:

Help clients solve current financial challenges and plan for their future with confidence

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Fiduciary

With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff.

Most of our Wealth Advisors have over two decades of financial services industry experience.

Experienced

Since 2012, MRA’s advisors have been financial planning and wealth management professionals associated with an unaffiliated broker-dealer. In 2017, the team transitioned MRA to a fully independent Registered Investment Advisory firm (RIA).

Systems Driven

We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.

Welcome to MRA Advisory

Tailored advice based on your unique needs

Video: Services and Process

Integrated Personal Services

Simplify your financial life by partnership with a team of professionals specializing in tax preparation and advice, financial planning, wealth management, and insurance solutions.

Personal Planning

“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra (LEARN MORE)

Investing

“An investment in knowledge pays the best interest.” Benjamin Franklin (LEARN MORE)

401K Advice

Set it and forget no longer works! In today’s market, being passive with your retirement savings is no longer an option. (LEARN MORE)

Tax Services

“The hardest thing in the world to understand is the income tax.” Albert Einstein (LEARN MORE)

Insurance

“If you don’t invest in risk management, it doesn’t matter what business you are in, it’s a risky business.” Gary Cohen (LEARN MORE)

Estate Planning Preparation

“We all die. The goal isn’t to live forever, but to leave behind something that will.” – Chuck Palahniuk, author (LEARN MORE)

High Yield Savings

“Do not save what is left after spending, but spend what is left after saving.”  Warren Buffett (LEARN MORE)

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.

K

Kris Dorchak

1 2 3 4 5

As always I get great service from Marco and his staff.

D

David Bishop

1 2 3 4 5

MRA ADVISORY GROUP is a full service financial advisory firm. They cover all aspects of your financial needs, including tax planning and filing, and alternative investments such...more

T

TheMailman756

1 2 3 4 5

D

Diane Biancamano

1 2 3 4 5

We have been working with Marco at MRA for just over a year now. During that time, Marco has been proactive and gives good suggestions and advice for maximizing our earnings po...more

F

Faith Frisch Herms

1 2 3 4 5

MRA Advisory Group has been OUTSTANDING from the very first encounter! Marco is superb! He is very professional yet extremely caring and works on an individual basis regarding y...more

K

Katie Dulfer

1 2 3 4 5

Marco is great! He spends the time to get to know you and your goals.

N

Nick Juliano

1 2 3 4 5

Excellent service and great results - easy to work with

E

Elaine Phillips

1 2 3 4 5

Marco and his staff are great…always very helpful !

G

Ginny Priz

1 2 3 4 5

P

Paulo May

1 2 3 4 5

This team is great! They are very responsive and supportive.

D

Donna Corcoran

1 2 3 4 5

I’ve been a client of Marco Lima and subsequently MRA Advisory group for more than 15 years. Their knowledge, professionalism, and ability to really care about their clients is...more

T

Tess Ferree

1 2 3 4 5

Can’t say enough good things about MRA Advisory. Marco has always been available when I have questions. I’m very happy and relieved to have found this firm.

A

Amy Newman

1 2 3 4 5

We have been clients with Marco and Team for over a decade. They are always professional, responsive and excellent to work with. Marco has helped us grow our portfolio and helpe...more

R

Rocco Castoro

1 2 3 4 5

J

Jon Huston

1 2 3 4 5

We have been satisfied clients for more that five years. MRA advisers and staff have been a great resource for our financial needs.

K

Kathleen Beatty

1 2 3 4 5

I’ve been a long-term client of Marco and the team. They are always professional and responsive and have provided me with top-notch service and financial guidance over the years...more

F

Fernando Takahashi

1 2 3 4 5

I use MRA services for financial advisory, 401k management and my taxes. I’m very satisfied with all of the above. Since the adoption, my 401k investment grew up a lot more tha...more

S

Sunny

1 2 3 4 5

MRA Advisory Group is comprised of highly qualified professionals including wealth advisor, tax advisor and all. The level of knowledge and the service quality are at a top no...more

K

Kyle Harrow

1 2 3 4 5

Marco Lima and his team are everything you’d want in a financial planning firm. Excellent service, responsive oh and, they do a good job with your money.I highly recommend MRA A...more

J

Joseph Manoni

1 2 3 4 5

C

Chris Barrett

1 2 3 4 5

Marco did an excellent job with his communication and patience as we negotiated a solid price point for our potential partnership. Marco is straightforward, provides specific fe...more

A

Alex Huhmann

1 2 3 4 5

Marco addressed all of my concerns.

M

Mike Allgaier

1 2 3 4 5

Marco, Joe and Carol, are a pleasure to work with at all times. Wife and I have wonderful relationships with them all. We discuss our options in friendly manner with give and ta...more

M

Marie Allgaier

1 2 3 4 5

Always enjoyable with Marco. He answered our questions & good advice when needed

J

Jasvanti Rana

1 2 3 4 5

N

Norman Herms

1 2 3 4 5

T

Thomas

1 2 3 4 5

MRA Advisory Group has been great for me and my family, be it investments, tax help or estate planning, they are everything we need and could not be easier to work with.

C

Catherine Henao

1 2 3 4 5

MRA team is great, excellent guidance for your financial questions and concerns.

A

audrey wallock

1 2 3 4 5

Marco and his staff have been knowledgeable & efficient with our financial account. Although we are relatively new clients, we have felt greater confidence with his suggestions...more

C

charles kern

1 2 3 4 5

K

Kanchan Akmanchi

1 2 3 4 5

Marco is very professional and at the same time provides a personal touch to our meetings. His service is superb!!

K

Kat Alvarez

1 2 3 4 5

This team of professionals are courteous, friendly, and a pleasure to work with. Would highly recommend to anyone seeking financial guidance and support!

F

Frederica Peterson

1 2 3 4 5

MRA Advisory is a full service organization that has highly skilled and competent professionals. I love them! Marco has been my financial advisor for over 15 years prior to fou...more

D

Deron Johnson

1 2 3 4 5

We've worked with Marco Lima and the MRA team for years. The experience is always exemplary -- the team is informed, insightful and helpful in supporting our financial planning....more

E

Eric 01

1 2 3 4 5

Completely trust the MRA Advisory Group with your monetary goals and retirement dreams. Working with them for the past 10 years has left me with peace of mind and a healthy road...more

M

Mark Pfeffer

1 2 3 4 5

C

Courtney Richmond

1 2 3 4 5

R

Rich Sokerka

1 2 3 4 5

K

Kristian Holmstrom

1 2 3 4 5

Great experience, as always. Careful consideration regarding our plans in retirement, and good evaluation of all options available to us.

K

Kris Dorchak

1 2 3 4 5

As always I get great service from Marco and his staff.

D

David Bishop

1 2 3 4 5

MRA ADVISORY GROUP is a full service financial advisory firm. They cover all aspects of your financial needs, including tax planning and filing, and alternative investments such...more

T

TheMailman756

1 2 3 4 5

D

Diane Biancamano

1 2 3 4 5

We have been working with Marco at MRA for just over a year now. During that time, Marco has been proactive and gives good suggestions and advice for maximizing our earnings po...more

F

Faith Frisch Herms

1 2 3 4 5

MRA Advisory Group has been OUTSTANDING from the very first encounter! Marco is superb! He is very professional yet extremely caring and works on an individual basis regarding y...more

K

Katie Dulfer

1 2 3 4 5

Marco is great! He spends the time to get to know you and your goals.

N

Nick Juliano

1 2 3 4 5

Excellent service and great results - easy to work with

E

Elaine Phillips

1 2 3 4 5

Marco and his staff are great…always very helpful !

G

Ginny Priz

1 2 3 4 5

P

Paulo May

1 2 3 4 5

This team is great! They are very responsive and supportive.

D

Donna Corcoran

1 2 3 4 5

I’ve been a client of Marco Lima and subsequently MRA Advisory group for more than 15 years. Their knowledge, professionalism, and ability to really care about their clients is...more

T

Tess Ferree

1 2 3 4 5

Can’t say enough good things about MRA Advisory. Marco has always been available when I have questions. I’m very happy and relieved to have found this firm.

A

Amy Newman

1 2 3 4 5

We have been clients with Marco and Team for over a decade. They are always professional, responsive and excellent to work with. Marco has helped us grow our portfolio and helpe...more

R

Rocco Castoro

1 2 3 4 5

J

Jon Huston

1 2 3 4 5

We have been satisfied clients for more that five years. MRA advisers and staff have been a great resource for our financial needs.

K

Kathleen Beatty

1 2 3 4 5

I’ve been a long-term client of Marco and the team. They are always professional and responsive and have provided me with top-notch service and financial guidance over the years...more

F

Fernando Takahashi

1 2 3 4 5

I use MRA services for financial advisory, 401k management and my taxes. I’m very satisfied with all of the above. Since the adoption, my 401k investment grew up a lot more tha...more

S

Sunny

1 2 3 4 5

MRA Advisory Group is comprised of highly qualified professionals including wealth advisor, tax advisor and all. The level of knowledge and the service quality are at a top no...more

K

Kyle Harrow

1 2 3 4 5

Marco Lima and his team are everything you’d want in a financial planning firm. Excellent service, responsive oh and, they do a good job with your money.I highly recommend MRA A...more

J

Joseph Manoni

1 2 3 4 5

C

Chris Barrett

1 2 3 4 5

Marco did an excellent job with his communication and patience as we negotiated a solid price point for our potential partnership. Marco is straightforward, provides specific fe...more

A

Alex Huhmann

1 2 3 4 5

Marco addressed all of my concerns.

M

Mike Allgaier

1 2 3 4 5

Marco, Joe and Carol, are a pleasure to work with at all times. Wife and I have wonderful relationships with them all. We discuss our options in friendly manner with give and ta...more

M

Marie Allgaier

1 2 3 4 5

Always enjoyable with Marco. He answered our questions & good advice when needed

J

Jasvanti Rana

1 2 3 4 5

N

Norman Herms

1 2 3 4 5

T

Thomas

1 2 3 4 5

MRA Advisory Group has been great for me and my family, be it investments, tax help or estate planning, they are everything we need and could not be easier to work with.

C

Catherine Henao

1 2 3 4 5

MRA team is great, excellent guidance for your financial questions and concerns.

A

audrey wallock

1 2 3 4 5

Marco and his staff have been knowledgeable & efficient with our financial account. Although we are relatively new clients, we have felt greater confidence with his suggestions...more

C

charles kern

1 2 3 4 5

K

Kanchan Akmanchi

1 2 3 4 5

Marco is very professional and at the same time provides a personal touch to our meetings. His service is superb!!

K

Kat Alvarez

1 2 3 4 5

This team of professionals are courteous, friendly, and a pleasure to work with. Would highly recommend to anyone seeking financial guidance and support!

F

Frederica Peterson

1 2 3 4 5

MRA Advisory is a full service organization that has highly skilled and competent professionals. I love them! Marco has been my financial advisor for over 15 years prior to fou...more

D

Deron Johnson

1 2 3 4 5

We've worked with Marco Lima and the MRA team for years. The experience is always exemplary -- the team is informed, insightful and helpful in supporting our financial planning....more

E

Eric 01

1 2 3 4 5

Completely trust the MRA Advisory Group with your monetary goals and retirement dreams. Working with them for the past 10 years has left me with peace of mind and a healthy road...more

M

Mark Pfeffer

1 2 3 4 5

C

Courtney Richmond

1 2 3 4 5

R

Rich Sokerka

1 2 3 4 5

K

Kristian Holmstrom

1 2 3 4 5

Great experience, as always. Careful consideration regarding our plans in retirement, and good evaluation of all options available to us.

Integrated 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. (LEARN MORE)

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(LEARN MORE)

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 (LEARN MORE)

Latest News

DISCLOSURE: MRA is not affiliated with any Social Media site or news provider and does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted on Social Media or news provider sites. We do not control, serve, adopt or endorse any content may be published on Social Media or news provider sites and no post that MRA or any of our employees may post is intended to be a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.

Frequently Asked Questions

You’ve got questions. We’ve got answers.
Have a few questions after exploring our solutions and capabilities? Check out some of the most frequently asked questions for all your answers.

Let's talk

Who is MRA Advisory?

We are a New Jersey-based RIA – Registered Investment Advisory that focuses on offering generational planning services in a fiduciary capacity. We offer flexible, subscription-based advisory services for every stage of our clients’ (individuals and companies) financial journey. Together since 2012. Independent since 2017.

Most of our individual and business clients are in the United States and the Americas.

Does MRA Advisory charge for initial meetings?

No. We offer FREE initial conversations and assessments for potential individual and business clients.

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” that may be in the way for you to achieve your financial goals
  • Disclosure on how we are compensated and a tailored outline of how we can partner with you to help you reach your financial goals
What's the cost and what's included with MRA Advisory financial planning subscription service?

Financial planning service subscription starts at $92/month. The subscription fee may be waived depending on the amount of client assets managed by MRA Advisory, case complexity, and number of meetings per year.

Financial planning services include:

Partnership with a dedicated fiduciary advisor who understands that every investor is unique. We employ a systematic process to help our clients achieve their financial goals. Your subscription includes:

  • Dedicated fiduciary advisor. Most of our advisors have at least 20 years of industry experience.
  • Assistant with setting financial planning portal to monitor and track your finances and financial plan.
  • Budgeting support
  • Asset allocation/portfolio construction advice for all your investments
  • Investment policy statement and full access to MRA Investment Committee’s portfolio holdings
  • Insurance planning: life, disability, long-term care, auto
  • Estate planning guidance
  • Executive compensation guidance: Employer stock plan, deferred compensation arrangements, benefits package
  • Tax strategy and planning
  • The number of meetings/check-ins per year varies from two to four (based on your situation).

 

Does MRA Advisory have account minimums?

We work with clients with investment portfolios managed by MRA Advisory with a minimum of US$50,000.

How much does it cost to invest with MRA Advisory?

The cost (advisory fee) is between 0.40% and 2.00% per year based on the value of assets managed by MRA Advisory. The cost covers the services provided by MRA Advisory and includes custodial services and working with a dedicated financial advisor to you.  The advisory fee is charged monthly at the beginning of each month based on the customer’s account balance at the end of the previous month and is debited directly from the customer’s account. The advisory fee does not include costs charged by investment funds or the cost of additional services charged by the intermediary or custody firm.

When calculating the advisory fee, MRA also considers the total assets of the accounts under management and the complexity of each client’s case. The complexity of the case is determined by a combination of meetings per year, the number of goals, and the portfolio structure.

Prices are subject to change. Please read our ADV Brochure document for more information, which is available on this website.

How do I open an investment account with MRA Advisory?

We use a secure digital process for account opening and transfers.

How do I transfer my current investment accounts to MRA Advisory?

MRA Advisory works with the major U.S. custodians and can transfer most accounts into our platform.

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