On June 20th, 2023 AdvisorHub released their list of “Fastest Growing Advisors to Watch” and MRA Advisory Group is pleased to announce that Marco Lima, CFP®, CFO, Wealth Advisor was, once again, included in their list!
AdvisorHub’s methodology on the ranking is “We broke the ranking criteria into three main categories: Scope of practice measured by assets, production, and level of service; Growth of practice consisting of year over year growth in assets, households, and production; and lastly, Professionalism which includes regulatory record, community service, and team diversity.
This creates a more level playing field for a wider range of advisors. Having extensive practice is great, but by our methodology, it isn’t meaningful without growth. Injecting growth into the equation effectively gives more practices better footing to compete with bigger, more established practices.” These advisors won by bringing in new clients, increasing assets, and boosting production.
At MRA Advisory Group, our mission is to “Help clients solve current financial challenges and plan for their future with confidence.”
MRA Advisory Group (“MRA”) is an Independent Investment Advisory firm that offers generational planning services to Millennials, Gen-Xers, and Baby Boomers in a fiduciary capacity. We offer flexible subscription-based advisory services for all stages of your financial journey.
Most of our advisors have over two decades of financial services experience. MRA specializes in the following integrated areas: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services, and Insurance Solutions.
The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character, and community involvement. Criteria considered included: assets under management, production/revenue, team size, and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.