Dalton Chandler, MBA, APMA
Director of Wealth and Tax Services
Dalton is a Director of Wealth & Tax Services with MRA Advisory Group. He’s also a member of the MRA Advisory Group investment committee and a partner in MRA Capital Partners and a member of its investment committee.
Dalton has spent his entire career in the financial services industry. Prior to joining MRA Advisory Group he was a financial advisor associated with Ameriprise Financial Services. He spent 17 years as a sell-side analyst on Wall Street following a variety of industries. His experience includes investments in and valuations of public and private companies and mergers and acquisitions. He holds a BS in Electrical Engineering from the University of Kentucky and MBA from Indiana University.
Dalton is active in his community and is a member of the Rotary Club and Knights of Columbus. In his free time he enjoys golf and pickleball.
- Portfolio Construction and Management
- Financial Planning
- Asset Protection
- Tax Planning
- Estate Planning
IT’s time to make a change.
Schedule a virtual meeting today with Dalton Chandler.
Get informed. Get inspired. Get a plan to reach your financial goals.
Bring your questions
Find Opportunities
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.
Pricing
We offer tailored solutions based on your unique needs
