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Our mission:

Simplify financial
services across generations

Let's talkPricing

We are a generational planning firm. We offer flexible subscription-based advisory services for all stages of your financial journey.

Plus

MILENNIALS  

Service level ideal for young professionals with emerging wealth

Consolidator

MILENNIALS AND GEN X

Service level ideal for mid-career professionals with established wealth

Protector

BABY BOOMERS

Service level ideal for pre-retirees and retired clients looking to protect, grow and/or distribute wealth

Women & Wealth

MILENNIALS, GEN X AND BABY BOOMERS

For women looking to achieve and maintain financial independence

Solutions for Individuals

Solutions for Businesses

Personal Financial Planning

Sign up for our WealthBuilder Planning System and work one-on-one with one of our Financial Advisors towards helping you reach your financial goals.

Starting at $79/month

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WealthBuilder Investing

– Goals-based investing: retirement, college, major purchase
– Globally diversified portfolios
– Varied investment themes:
Traditional Asset allocation, Socially Responsible Investing, Smart Beta and Target Income strategies

No commissions. Account minimum: $5,000. Annual fee from 0.40% - 1.50%

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Individual 401K/403B Advice

Personalized investment advisory services for 401ks, 403bs, IRAs and annuities held away from our firm. With RetirementBuilder, we can help you manage your retirement accounts no matter where they are held using our multi-custodian trading platform.
No commissions. No account minimums. Annual fee from 0.40% - 1.50%

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Alternatives

Invest in alternatives through MRA Capital Partners - a privately held boutique real estate investment company that invests in value add and cash-flowing real estate investments throughout the U.S. 

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Individual Tax Services

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 will be proactive in tax planning and filings to ensure that efficient tax strategies are discussed and implemented as appropriate

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Insurance

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Wills and Estate Planning Documents Preparation

Document Preparation Services

  • Trust
  • Certification of Trust
  • General Transfer
  • Financial Power of Attorney
  • Medical Power of Attorney or Advance Health Care Directive
  • HIPAA Release
  • Will

 

Starting at $750

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Residential Real Estate

We offer more than a transaction.

Real Estate buying, selling and investing brings financial implications that go well beyond the exchange of ownership.

MRA Real Estate Advisors is not your ordinary real estate broker. Our comprehensive approach adds a holistic approach to each real estate transaction by helping clients gain a deeper understanding of the short and long-term impact of each real estate transaction as it relates to their overall financial goals.  

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Charitable Giving

Charitable Giving using Donor-advised Funds

1) Provides a tax benefit and potentially eliminate capital gains*

2) Seeks to maximize your giving

3) Helps you track your gifting for tax purposes

*  A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on a donor’s specific tax situation. Consult a tax advisor.

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Business Services

Wearing too many hats as a business owner? End the chaos of running your business by yourself. Get it done with SmallBizExecs.

Business services based on your unique needs.

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Business Taxes Preparation and Planning

Year-end tax preparation, accounting services, tax management/planning services

Our team has decades of experience preparing tax returns, including individual, partnership, and corporate income taxes, state and local sales taxes, payroll taxes and more.

Price based on needs

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Business Insurance

Get instant multiple quotes for:
- General liability
- Workes Compensation
- Business Owners (BOP)
- Professional liability
- Special events
- Cyber liability

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Insurance for Employees

Multi-carrier quoting

Get fast multi-carrier quotes and proposals for your business including
medical, dental, vision, life, cancer and disability.

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Business Retirement Plans

The easy, affordable 401(K) for your business

• Everything is included for $8/month per participating employee
• $39/month subscription
• Competitive advisory fees (we strive to beat our competitors)
• Plans administered by Guideline

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Part-time CFO

Our goal is to become an extension of your office by forming close partnerships with our clients. Our financial professionals have on average decades of experience helping small businesses solve financial challenges.

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Payroll and Human Resources

Take the mystery out of payroll processing

Refreshingly easy payroll so you can get back to what matters the most.

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Commercial Real Estate
Business Loans

Your business has a story to tell, with unique dreams for success. We want to be a part of that story, and work together to secure the best business loans available to make your dreams a reality.

Loans offered by National Business Capital.

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Introducing Financial Marketplace by MRA Advisory

Personal finance just got personal.

Tools to help you make money decisions today while preparing for tomorrow.

WealthBuilder Investing offers a flexible and easy to use investment platform

Paperless Account Opening

Paperless account opening and transfers with just a few clicks

Auto Deposits and Transfers

Automate your investment savings and transfer from your external accounts

No Fees to Buy or Sell

No additional fees to buy or sell securities in your portfolio

Portfolio Rebalancing

We rebalance your portfolio at no additional cost to you

Download our Monthly Portfolio Updates

Year-to-date results as of 6/30/20* 

%

Risk Number 30-40

%

Risk Number 41-50

%

Risk Number 51-60

%

Risk Number 61-70

%

Risk Number 71+

%

Risk Number 71+

**S&P 500: -4.04%, **Bloomberg Barclays Global Aggregate: 2.98%, **MSCI EAFE: -12.59%

* Year-to-date results as of 6/30/20. All Performance and Return data is shown for a hypothetical portfolio and does not represent actual portfolio performance. Performance and Return data are net of applicable fund expenses, including management fees, but the performance and return data does not include the deduction of fees charged by MRA. Past performance does not guarantee or indicate future results. See ADV Brochure for disclosures, fees, risks and other considerations. Past performance is no guarantee of future results.

** Year-to-date results as of 6/30/20. Source: YCharts.

Open an Account

Open and fund your account under 5 minutes. Account minimum: $5,000.

Webinar Series

Watch our live and archived educational webinars

Schedule a free second-opinion video call with one of our fiduciary advisors

What to expect:

  • 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