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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?

Financial Planning

“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

Business Services

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

Charitable Giving

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

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

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 1.78%* APY with Betterment Everyday Savings

– Earn up to 1.78% 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

You may be a victim of financial blind spots.  Let’s take care of them!

Schedule a complimentary second-opinion conversation today.

Solutions based on your unique financial needs

Working with us

Events

Capital Market Outlook Webinar

Monday, December 16, 2019 6:30pm – 7:30pm

MRA Advisory Group is pleased to invite you to our Capital Markets Outlook webinar presentation. There will be time for Q&A after the webinar presentation.

This event is presented by:

Grant Dechert, Analyst at BlackRock

Pete Bianco, CIMA®, Vice President at BlackRock

Marco Lima, CFP®, CEO, Wealth Advisor, 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 individualized advice.

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...

For College Savings, 529 Plans are Hard to Beat

Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college? Ideally, you want a savings vehicle that doesn't impose arbitrary income limits on eligibility; lets you contribute a little or a lot, depending on what else...

Retirement Plans for Business Owners

    If you're a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you'll need to live...

What Happened to Your Money?

  If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll...

Caring for Your Aging Parents

  Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a...

10 Year-End Tax Tips for 2018

    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate...

College Cost Data for 2018 – 2019

  The College Board has released college cost data for the 2018-2019 school year in its annual Trends in College Pricing report. Here are the highlights:   4-Year Public Colleges (in-state students): Tuition and fees increased an average of 2.5% to $10,230...

When to Submit College Financial Aid Forms?

  For the 2019-2020 school year, the federal government's financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information and two-year-old income information from your 2017 tax return, which means you'll have the...

Estate Management Checklist

    Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables...

4 Reasons for the Return of Market Volatility

Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more than six percent during the first...

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 12/02/2019. 1.78% APY is a Promotional Offer for individuals who sign up for the Betterment Everyday Checking waitlist and applies to cash deposited into Savings for the duration of 2019. APY is 1.53% as of 12/02/2019 without the promotional offer. 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.