We help clients solve current financial challenges and plan for their future with confidence.
Welcome to MRA Advisory Group
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Shop for insurance on your terms
Build a roadmap for your financial future.
View your financial life. Anytime. Anywhere.
“If you don’t know where you are going, you’ll end up somewhere else.” Yogi Berra
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What can we simplify for you today?
Dealing with a job loss?
Concerned about your investment portfolio?
Need a transition to retirement?
Paying too much in taxes?
Schedule a free meeting with one of our fiduciary advisors
What to expect:
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
Latest News
MRA Investment Committee Updates & Changes
MRA Advisory Group's Investment Committee met recently for their Quarterly Investment Meeting, in which they make changes to our Risk Number Model Portfolios. The video above better explains their changes and the reasons behind them. To learn more about our...
Marco Lima, CFP® named to AdvisorHub’s “Fastest Growing Advisors to Watch”
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...
Introducing: MRA High Yield Savings Account – 2.20% APY*
Yield. Safety. Liquidity. No Minimums | No Transaction Limits APY 2.20%* We want you to think about the cash you keep at banks or other financial institutions. At MRA Advisory Group we’ve been putting many of our clients into the Federally Insured Cash Account...
Nick Notes: October 2022: Jay-Low “Let’s get down”
Federal Reserve Chairman Jay Powell remains in uber-monetary tightening mode utilizing higher interest rates, continued quantitative tightening, and equally important, increased tough jawboning to get inflation expectations, notably his, under control. After the...
Market Recap: Week Ending September 30, 2022
https://share.synthesia.io/acff0cb0-e477-45e4-917a-63253464e03b Let's Talk
Be Prepared for Future Emergencies
As we're all aware, Florida is dealing with Hurricane Ian's fallout right now. Our thoughts are with our MRA family, clients, and all Floridians as they battle this storm, with the hope they are in safe and secure locations. Our hearts are with those communities that...
Market Recap: Week Ending September 23, 2022
https://share.synthesia.io/fa0c6299-5ec7-462f-9645-4b1435959613 Let's Talk!
Don’t Eat the Bear in One Bite – Planning Your Future in Steps
If you're a business owner wondering about Succession Planning and the future of your business, look no further! Lawrence K. Bogar, of MRA Tax Services is here to help. Larry strives to help business owners identify and prioritize their objectives with respect to...
Market Recap: Week Ending September 16, 2022
https://share.synthesia.io/2ad44daf-35a6-4d45-b6df-b83f64981f16 Let's Talk