About Dalton
Dalton Chandler, MBA, APMA
Wealth Advisor
Call: + 1 844.672.7623
Dalton Chandler - My Story
Dalton is a Wealth Advisor with MRA Advisory Group. He’s 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.
Areas of Expertise
- Portfolio Construction and Management
- Financial Planning
- Asset Protection
- Tax Planning
- Estate Planning
What to expect from an initial conversation with Dalton
Bring your questions. Do you have any 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 of reaching 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 distribute your wealth to your heirs properly
Partner for growth
MRA Advisory offers flexible services for all life stages.
As an 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