Our mission:
Help clients solve current financial challenges and help them plan for their future with confidence.
Call: +1 844.672.7623
Parsippany, NJ Office
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).
Systems Driven
We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.
A Team of Specialists
Our team includes seasoned professionals and a friendly supporting staff
Most of our advisors have over 20 years of financial services experience
Marco Lima, CFP®
CEO, Wealth Advisor
Adam C. Anderson, CFP®
Director of Alternative Investments
Alison Cogan, CPA
Director of Tax Services
Paul S. Plemenos
Director of Wealth Management
Beth P. Wahlig
Director of Socially Responsible Investing
Ty Pitman
Director of Insurance Solutions
Jonathan Brito
International Wealth Advisor
Dalton Chandler, MBA, APMA
Wealth Advisor
Joseph Verile, CRPC®
Operations and Account Manager
Carol Kupetz
Director of Client Services
Jolaine Richmond
Client Experience Coordinator
Fernanda Thompson-Lima
International Business Manager
Fabricio Alvarenga
Operations Assistant
What are you waiting for?
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
