Your future needs a plan
Our mission: We help clients solve current financial challenges and plan for their future with confidence
Our Business
Simplify your financial life
Strategy & Planning
Integrated Personal Services
Customized services based on your unique needs
“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra
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Set it and forget no longer works! In today’s market, being passive with your retirement savings is no longer an option.
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“The hardest thing in the world to understand is the income tax.” Albert Einstein
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“If you don’t invest in risk management, it doesn’t matter what business you are in, it’s a risky business.” Gary Cohen
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“We all die. The goal isn’t to live forever, but to leave behind something that will.” – Chuck Palahniuk, author
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“Do not save what is left after spending, but spend what is left after saving.” Warren Buffett
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What our clients say about us
*Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.
Explore our investment solutions
Investments
The WealthBuilder Portfolios are risk-based investment portfolios created and managed by MRA's Investment Committee. Investing in these portfolios do not constitute a promise or guarantee that the investor will build wealth. Click here to learn more about investment methodology, risks, fees and other factors to consider before investing.
** Available for clients with a service agreement.
Build a ROADMAP FOR YOUR FINANCIAL FUTURE
View your financial life. Anytime. Anywhere.
- Track your assets and liabilities 100%
- Set and track financial goals 100%
- Partner with a Wealth Advisor** 100%
Insurance Corner
Shop for insurance on your terms
Integrated Tax Services
Personal Taxes
We work as part of your team to ensure that taxes don’t derail your financial plan. Our tax experts stay up to date on the ever-changing tax laws and can help you make appropriate decisions. We are available year-round and we are proactive in tax planning and filings to ensure that efficient tax strategies are discussed and implemented as appropriate.
Business Taxes
Our team has decades of experience preparing business tax returns, including:
- Schedule C, partnership, and corporate income taxes
- State and local sales taxes
- Payroll taxes
- Specializing in start-ups and sole-proprietors
Bookkeeping
Accounting and Bookkeeping for businesses include:
- QuickBooks consulting and training
- Quarterly transaction entry and/or bank reconciliations
- Preparation of key management reports
Payroll and benefits
Take the mystery out of payroll processing and employer/employee benefits
Refreshingly easy payroll and employer/employee benefit options so you can get back to what matters the most.
Services offered in partnership with Gusto.
Business Planning
Starting a business
- According to the Small Business Administration (SBA), 1 in 12 businesses closes every year in the U.S. The primary reason for business failures is lack of proper business planning. We provide advice on business start-ups and ongoing support to help start and stay in business!
Succession Planning
Exiting a Business
100% of business owners will be exiting their businesses during their lifetime. What’s your exit plan?
- Family business transition
- Iliquid business assets
- Protection Planning: life, health, disability
- Multi-generation business planning
Let's talk
- Dealing with a job loss?
- Concerned about your investment portfolio?
- Need a transition to retirement?
- Paying too much in taxes?
What can we simplify for you today?
What to expect from an initial conversation with us:
- A friendly and knowledgeable staff who understands the financial issues of your generation
- Confidentiality about your financial situation
- Professionals who work in a fiduciary capacity
- An open conversation about your financial goals and dreams
- An initial assessment of any “financial blind spots” which may be in the way for you to achieve your financial goals
- Disclosure on how we are compensated and an outline of how we can partner with you to help you reach your financial goals
Initial Meeting
Schedule an initial meeting with one of our Advisors
Latest News
What Women Should Consider When Nearing Retirement
Have you noticed your mind drifting? Have you been daydreaming of new ways to envelop yourself in a state of complete relaxation? Have you been envisioning lazy days listening to the peaceful, serene sounds of ocean waves as the sun rises on the horizon? The beach...
Update: MRA High Yield Savings Acct. ACH Transaction Limits
Beginning on October 1, 2024, the daily ACH withdrawal limit from MRA's High Yield Savings account with StoneCastle, will be $25,000. The monthly limit will be $100,000 (every 30 days). Clients that have a need for withdrawals in excess of these limits, may simply...
How To Track Your Net Worth
Tracking your net worth is an important step in managing your financial health. It allows you to see your financial progress over time and helps you identify areas where you may need to make changes. Here's how to track your net worth and the benefits of doing so. If...
Estate Planning Webinar – Watch the Recording
If you missed our Estate Planning Webinar you may now view the recording. If you have any questions or concerns regarding Estate Planning for you and your family, our advisors are always available to help. If you currently do not have a financial advisor, we offer...
Introducing MRA’s Annuity Marketplace
We are excited to introduce you to an innovative solution designed to enhance your financial planning and investment strategy: our new Annuity Marketplace. At MRA Advisory, we understand that planning for a secure financial future can be complex. That’s why we’ve...
The Difference Between Good and Bad Debt
When it comes to debt, it's easy to think of all debt as being "bad." However, not all debt is created equal, and understanding the difference between "bad" debt and "good" debt can be an important part of managing your finances and making informed financial...
Coping with Financial Stress
We understand how overwhelming financial stress can be. We offer complimentary 1st meetings with our advisors and can help you craft a plan that fits your lifestyle. Small steps do have big impact and we're here to help. Schedule a complimentary meeting Financial...
Estate Planning Webinar – You’re Invited!
Webinar:Estate Planning When: Monday, August 12th 2024Time: 6:oo pm - 7:oo pm You're invited to MRA Advisory Group's latest webinar on Estate Planning. Hosted by Marco Lima, CFP®, CEO, we will discuss Estate Planning and what you need to know....
Marco Lima is Again Named to AdvisorHub’s “Advisors to Watch”
Marco Lima, CFP®, CFO, Wealth Advisor at MRA Advisory Group has been named yet again to AdvisorHub's RIA "Advisors to Watch" list. Advisors are ranked on: Scope of practice measured by assets, production and level of service Growth of practice consisting of year over...
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