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
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...
~ * Happy Father’s Day! * ~
5 Signs You’re Ready to Buy a House
Buying a house is a big decision and a significant financial commitment. It's important to make sure you are ready before taking the plunge. Here are five signs that you may be ready to buy a house: You have a stable income and employment. One of the most important...
If You Can Buy It Used – Go For It!!
When it comes to making purchases, it's natural to want the best quality and the latest models, but sometimes it makes more sense to go for a used option. Whether you're looking for a car, a piece of furniture, or a household appliance, buying used can offer a number...
IMPORTANT: New Mandatory Filing Requirements for Small Businesses
We wanted to bring to your attention a new filing requirement that affects your small business. Starting this year, all small businesses and LLCs in the US are required to file a Beneficial Ownership Information Report (BOIR). This regulation stems from the Corporate...
Subscribe to Our New YouTube Channel
We are thrilled to introduce our new YouTube channel. MRA Advisory Group is committed to providing you with exceptional service and expertise that can help you reach your financial goals and we're excited to bring you another way to stay updated on financial news....
Tips for Tackling Your Debt
If you're on a journey to tackle your debt, it can be a long and challenging process. Here are five tips to help you on your journey: Create a budget: The first step in tackling your debt is to create a budget. A budget is a plan that outlines your income 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.