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

Dalton Chandler, MBA, APMA
Wealth Advisor

Jonathan Brito
International Wealth Advisor

Joseph Verile, CRPC®
Operations and Account Manager

Carol Kupetz
Director of Client Services

Jolaine Richmond
Client Experience Coordinator

Fernanda Thonpson-Lima
International Business Manager

Fabricio Alvarenga
Operations Assistant
What are you waiting for?
New Jersey Office
14 Walsh Drive, Ste. 302
Parsippany, NJ 07054
Kentucky Office
3121 Broadway
Suite 106
Padukah, KY 42001
