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 successful 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.
A Team of Specialists
With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff.
Most of our advisors have over 20 years of financial services experience.
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
Joseph Verile, CRPC®
Financial Advisor and Operations Manager
Carol Kupetz
Director of Client Services
Jolaine Richmond
Client Experience Coordinator
Fernanda Thompson-Lima
International Business Manager