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Beth P. Wahlig

Director of Socially Responsible Investing

Beth is Director of Socially Responsible Investing with MRA Advisory Group. She has 24 years of experience managing and analyzing investment portfolios in the equity, fixed income and alternative markets. Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Wealth program that focuses on women’s lifestyle choices and achievable financial goals. Through comprehensive financial planning, Beth provides roadmaps for clients to meet their financial and retirement needs. 

Beth has also served on many non-profit boards and is well equipped to understand the investment needs of endowments, foundations, and service-oriented organizations. In 2020, Beth developed a Socially Responsible Investment Portfolio where money can have an impact on making a difference in moving towards a more progressive and equal society. The social investing approach that invests in companies that lead in environmental policies, employee diversity, gender equality, community involvement and development of sustainable products and services. Social investing is focused on making investments in areas where money can have an impact on making a difference in moving towards a more progressive and equal society. This approach includes investments in companies focused on specific themes like environmental policies, renewable energy, sustainable products and services, gender equality, community involvement, access to clean water, and affordable housing. 

She believes in dynamic asset allocation given the inherent volatility in financial markets. Beth builds customized dividend equity growth portfolios through the astute selection of individual stocks and ETFs. She also selects individual corporate bonds to generate income for clients. 

Beth worked for many years in institutional asset management in New York City. As a Fixed Income Portfolio Manager and Research Analyst at Shenkman Capital and General Motors Asset Management, Beth managed $6 billion of assets for institutional clients in leveraged loans and high yield bonds. She has earned her FINRA Series 65 registration and holds Life, Health, Accident and Variable Insurance licenses. 

In her free time, Beth likes to hike, swim, and play tennis. She has a BA in Economics from Wheaton College (MA) and MBA from Columbia Business School in Finance.

  • Wealth Management
  • Financial Planning
  • Women & Wealth Strategies
  • Socially Responsible Investing
  • Protection Planning
IT’s time to make a change.

Schedule a virtual meeting today with Beth P. Wahlig.

Get informed. Get inspired. Get a plan to reach your financial goals.


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Partner for Growth

Bring your questions. Let's find your financial blindspots

By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.

Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of a premature death

Find Opportunities

We focus on finding opportunities for you to improve your chances to reach your financial goals.

Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to properly distribute your wealth to your heirs

Partner for Growth

As a generational planning firm, we offer flexible services for all life stages.

As a MRA Advisory Client you can expect:

– Our primary values are Integrity, Commitment and Excellence
– Our firm’s objectives to Simplify Your Financial Life, Instill Confidence with a Plan and Pursue Growth
– Full and fair disclosure regarding products and services
– Strict confidentiality pertaining to sensitive data and conversations
– Calls/emails/texts returned within less than 8 business hours
– Coordination in making and holding agreed upon appointments under your service schedule

Integrated solutions

Who we are

MRA Advisory Group (“MRA”) is an Independent Investment Advisory firm that focuses on offering generational planning services to Millennials, Gen-Xers and Baby Boomers. 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.

Implementation: Investments, Taxes, Insurance, Business Services, Real Estate



We offer tailored solutions based on your unique needs

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