On September 21st, 2022 AdvisorHub released their list of “Fastest Growing Advisors to Watch” and MRA Advisory Group is delighted to announce that Marco Lima, CFP®, CFO, Wealth Advisor was 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 a large 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 focuses on offering 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
Advisory Services offered through MRA Advisory Group, a Registered Investment Adviser. This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. The investments and strategies mentioned may not be suitable for all investors. Past performance is no guarantee of future results. Nothing herein, nor any attachment, shall be considered to constitute (i) an offer to sell, nor a solicitation of an offer to purchase, any security or (ii) tax or legal advice