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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

What can we simplify for you today?

The WealthBuilder Planning System

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

Wealth Management

“An investment in knowledge pays the best interest.” Benjamin Franklin

Tax Services

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

Insurance and Estate

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

Charitable Giving

“We make a living by what we get, but we make a life by what we give.” Winston Churchill

Business Services

“The time to repair the roof is when the sun is shining.” John F. Kennedy

Real Estate

“I still think that buying a home is the best investment any individual can make.” John Paulson, billionaire

Current Specials

Get up to 1.83%* APY with Betterment Everyday Savings

– Earn up to 1.83% APY*
– FDIC insurance covering up to $1,000,000
– Access cash in 1-2 business days
– No limits on withdrawals
– No minimum balance
– No fees

Free WealthBuilder Planning Account

With your FREE WealthBuilder Planning account you can:
– Organize your finances
– Add and track your financial goals
– Track your investments
– Track your net worth

Concerned about market volatility?

Find out how much risk is in your portfolio.

Get Started

Solutions based on your unique financial needs

Working with us

Events

2020 Tax Season Webinar

Monday, February, 24 2020 7:00pm – 8:00pm

MRA Advisory Group invites you to our Tax Season Update webinar presentation. Alison Cogan will discuss any tax changes for this coming year and get you up-to-date on what you need to know this tax season. There will be time for Q&A after the presentation.

This webinar is presented by:

Alison Cogan, CPA, Director of Tax Services at MRA Advisory Group

After you RSVP you will receive a confirmation email containing information on how to join the webinar.

There is no cost or obligation to attend. The webinar is for information purposes only. Any materials presented, and discussions should not be considered as tax advice.

WealthBuilder’s January Portofolio Updates are Available

WealthBuilder Investing is a great way to get started on your financial independence. There are no commissions charged and no minimums required. Our January updates for all Portfolio Fact Sheets are out and you can learn more...

Tax Form 1040-SR, an Alternative Filing Option for Seniors

The Internal Revenue Service wants seniors to know about the availability of a new tax form, Form 1040-SR, featuring larger print and a standard deduction chart with a goal of making it easier for older Americans to read and use. The Bipartisan Budget Act of 2018...

What Will You Pay for Medicare in 2020?

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B. Medicare Part B premiums According to the Centers for Medicare & Medicaid...

TRACED Act Offers Consumers Additional Protections Against Robocalls

Whether at home, work or on a cell phone, it's a scenario many Americans have found themselves in: answering a phone call only to find out it's from an unwanted robocaller. In fact, the number of unwanted robocalls in this country has skyrocketed in recent years. The...

2019 Tax Update by Alison Cogan, CPA

With a new year comes a new tax filing season!  Hopefully this tax season will not begin with an IRS shutdown, like last year.  There were a few tax changes made in the recent bill passed by Congress, as well as a new W-4 Form.  As usual, if any of the...

Annual Market Review 2019

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed...

2020 Resolution

New Year! New Decade! It's time for you to take control of your financial future.

~ * Happy Holidays * ~

No matter what holiday you celebrate MRA Advisory Group wishes you a wonderful holiday season surrounded by love and laughter.

Socially Responsible Investing: Aligning Your Money with Your Values

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI...

Tips for Managing Your Holiday Spending

Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some tips to help you make sure your family's spending remains in check this holiday season. Develop a...

Betterment Everyday Savings

*This offering by Betterment is for the benefit of MRA’s clients. MRA is not compensated at any time when client’s enroll in savings account. MRA only charges fees on assets under management. The Betterment Everyday Savings (“Savings”) annual percentage yield (“APY”) is based on commitments from program banks if the program was available as of 01/31/20. APY is a variable rate and may change at any time. Current APY can be found here. No minimum balance is required. There is a minimum deposit of $10. ‡ Checking accounts and the Betterment Visa Debit Card (collectively “Betterment Everyday Checking” or “Checking”) provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Funds deposited into Checking will be eligible for up to $250,000 of FDIC insurance. Betterment Everyday Checking made available through Betterment Financial LLC. Betterment Financial LLC does not charge foreign transaction fees for the use of the Betterment Visa Debit Card outside of the United States. However, Visa charges a foreign transaction fee of 1%. Betterment Financial LLC does not reimburse this 1% transaction fee on foreign ATM transactions or on any other foreign transactions or purchases. † Betterment LLC clients may choose to participate in Betterment Everyday Savings (“Savings”), through which clients’ funds are deposited into one or more banks (“Program Banks”) where the funds earn a variable interest rate and are eligible for FDIC insurance. FDIC insurance is not available until deposits are received by the Program Banks. There are currently at least four Program Banks, which allows funds deposited into Savings to be eligible for up to $1,000,000 of FDIC insurance (up to $250,000 at each program bank). Clients are responsible for monitoring their total assets at each Program Bank, including existing deposits held at Program Banks outside of Savings, to ensure FDIC limits are not exceeded, which could result in some funds being uninsured. The FDIC calculates the limits based on all the accounts held at a bank, not just cash in Savings. If you elect to exclude one or more Program Banks the amount of FDIC insurance available to you through Savings may be lower. For more information on FDIC insurance please visit www.FDIC.gov. The deposits in Savings are not covered by SIPC. See Program Terms and Conditions for additional information. This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Terms & Legal Privacy Policy Trademark. How Betterment calculates “better returns”. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.