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
Joseph Verile, CRPC®
MRA Advisory Group is pleased to announce our advisor and Operations and Account Manager, Joe Verile has successfully passed his designation exam and become a Chartered Retirement Planning Counselor (CRPC®). Part of this commitment involves hundreds of hours dedicated...
Creating an Investing Road Map for Retirement
Set retirement goals Setting goals for retirement is an important part of retirement investing. For example, do you want to retire early? Would you like to travel during retirement? Do you plan on working post-retirement? Having goals can help you and your financial...
Enhanced Child Tax Credit for 2021
If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying children.) The American Rescue Plan Act of 2021 makes substantial,...
Could You Benefit from Financial Planning?
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a...
Bitcoin: Fad or Future?
If someone told you about an investment that has made some people millionaires overnight and has both a number of high-profile supporters and a global reach, would be be tempted to invest? If you were then told that the same investment also could lose most or all of...
Deciding When to Retire: When Timing Becomes Critical
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses, but also what sources of retirement income you'll have and how long you'll need your retirement savings...
What Issues Should I Consider When Purchasing Long-Term Care Insurance?
Many baby boomers may be contemplating their needs and options for LTC insurance. This can be a complicated analysis, dependent upon an individual’s age, health, financial circumstances, wealth transfer goals, and general philosophy. Boomers may struggle and be...
WealthBuilder Planning Free Financial Software
Our WealthBuilder Planning software lets you view your financial life. Anywhere. Anytime. Set goals, uncover financial blindspots, track performance and cash flow, view progress, and contact an advisor right from the portal. Sign up today and get started on the path...
Introducing MRA Tax Services
"Our goal is to simplify our clients' tax preparation process and help them keep more of what they earn." MRA Tax Services, under the direction of Alison Cogan, CPA, Director of Tax Services, partners with businesses and individuals with income taxes, sales and...
DISCLOSURE: MRA is not affiliated with any Social Media site or news provider and does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted on Social Media or news provider sites. We do not control, serve, adopt or endorse any content may be published on Social Media or news provider sites and no post that MRA or any of our employees may post is intended to be a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.