Our mission:
Help clients solve current financial challenges and plan for their future with confidence.
Who We Are
MRA Advisory Group (“MRA”) is an Independent Investment Advisory firm that focuses on offering generational planning services to Millennials, Gen-Xers and Baby Boomers in a fiduciary capacity. We offer flexible subscription-based advisory services for all stages of your financial journey.
Most of our advisors have over two decades of financial services experience.
MRA specializes in the following integrated areas: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services and Insurance Solutions.
Fiduciary
With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff.
Most of our Wealth Advisors have over two decades of financial services industry experience.
Experienced
Since 2012, MRA’s advisors have been financial planning and wealth management professionals associated with an unaffiliated broker-dealer. In 2017, the team transitioned MRA to a fully independent Registered Investment Advisory firm (RIA).
Our advisors have over 100 years of combined industry experience.
Systems Driven
We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.
New Jersey Office
14 Walsh Drive, Ste. 302
Parsippany, NJ 07054
Florida Office
3030 N. Rocky Point Drive W.
Suite 105
Tampa, FL 33607
Kentucky Office
3121 Broadway
Suite 106
Padukah, KY 42001
Call: +1 844.672.7623
[email protected]
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