Our Mission: Learn more at mraadvisory.com
Simplify financial services across generations
MRA Advisory Group (“MRA”) is an Independent Investment Advisory firm that employs comprehensive financial planning and risk management strategies as core principles of it’s advisory process.
Since 2012, MRA’s advisors have been successful financial planning and wealth management professionals associated with an unafilliated broker-dealer. In 2017, the team transitioned MRA to a fully independent Registered Investment Advisory firm (RIA).
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.
We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.
We are fiduciaries. Our financial and tax advisors are seasoned professionals. Many of our profesionals have over a decade of industry experience.
…CAN OFFER YOU A SECOND OPINION
Even if you have a do-it-yourself approach to your finances, we can all benefit from a second pair of eyes.
…HAVE CONFIDENCE WITH PROFESSIONAL SUPPORT
Based on our conversation, we can help you determine the appropriate working relantionship for you.
Meet the Team
Marco Lima, CFP®
CEO, Wealth Advisor
Alison C. Cogan, CPA
Director of Tax Services
Adam Anderson, CFP®, CRPC®
Director of Alternative Investments
Paul S. Plemenos
Director of Wealth Management
Dalton L. Chandler, MBA, APMA
Director of Wealth and Tax Services
Beth P. Wahlig, MBA
Private Wealth Advisor
Client Experience Coordinator