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TeleWealth Meeting with Marco

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MRA Advisory Group

Marco Lima, CFP®

CEO, Wealth Advisor

← Meet the MRA team

About Marco Lima

Experience that keeps the full picture in view.

Mr. Lima is the CEO of MRA Advisory Group, helping the firm deliver on its mission to help clients solve current financial challenges and plan for their future with confidence. Marco is also a Partner and Investment Committee member of MRA Capital Partners.

He was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2017. His prior experience includes working as an Investor Relations counselor at Gavin Anderson & Co. from 2000 to 2001 and at Financial Dynamics Business Communications from 2002 to 2003, both in New York City.

Marco holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and received his B.B.A. in Finance and Investments in 2002 from Baruch College — The City University of New York. He is the author of Building Enduring Wealth For Retirement, a guide for achieving financial independence and creating a faith-based financial plan. He is a member of the Financial Planning Association and lives in Sarasota, Florida.

Share Your Experience

If MRA has helped bring more clarity to your financial life, we would be grateful if you shared your experience.

*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.

Investment Committee

Investing expertise with a disciplined point of view.

As a member of MRA’s Investment Committee, Marco helps guide the WealthBuilder and BRI portfolios—bringing portfolio design, risk and long-term goals into the same conversation.

WealthBuilder Portfolios

Diversified portfolios that pair a long-term Core allocation with tactical opportunities, selected around the market risk that fits each investor.

Explore WealthBuilder Portfolios

BRI Portfolios

Biblically Responsible Investing portfolios designed to connect Christian values, risk preferences and long-term financial goals.

Explore BRI Portfolios

Marco on Instagram

Planning perspectives, in the moment.

Follow Marco for financial planning ideas and updates.

Follow Marco on Instagram ↗

Marco’s Book

Building Enduring Wealth for Retirement.

A guide for achieving financial independence and creating a faith-based financial plan.

Explore Marco’s practical perspective on building a retirement strategy designed to support the life you want to lead.

Available on Amazon

Start Here

Schedule a TeleWealth meeting with Marco.

Meet virtually wherever you are. TeleWealth keeps travel off your calendar while giving you focused, one-on-one time to discuss the questions and decisions in front of you.

New Client Onboarding

Your next steps, all in one place.

Use Marco’s onboarding guide to complete your service agreement, gather key financial information and prepare for your next meetings.