Company

Our Mission:
Simplify financial services across generations

Learn more at mraadvisory.com
INDEPENDENT

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.

EXPERIENCED

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).

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.

SYSTEMS DRIVEN

We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.

Our Advisors…

1

…ARE EXPERIENCED

We are fiduciaries. Our financial and tax advisors are seasoned professionals. Many of our profesionals have over a decade of industry experience. 

2

…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.

3

…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

Carol Kupetz

Client Concierge

Joseph Verile

Operations Specialist

Jolaine Richmond

Client Experience Coordinator

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