A complete list of active advisors currently associated with MRA Advisory Group

Warmer can help you find a great advisor at MRA Advisory Group or one who fits your needs even better.

MRA Advisory Group serves individual and business clients with comprehensive wealth management and financial planning, offering discretionary portfolio management, retirement account advisory (including held‑away account management through a third‑party order management service), insurance placement, and estate planning document preparation. The firm also provides tax preparation and CPA services through an affiliated tax services entity, acts as a sub‑adviser for other advisors, and makes a federally insured cash deposit program available to clients. The firm implements risk‑based model portfolios that are reviewed by an Investment Committee on a regular basis, uses third‑party risk analytics to generate portfolio Risk Numbers and conducts periodic rebalancing, and offers additional portfolio customization for larger accounts including access to alternatives and private equity. MRA also provides a Biblically Responsible Investing overlay and maintains multiple model strategies ranging from conservative to aggressive, with quarterly committee oversight and tactical adjustments as market conditions warrant. Distinctive features disclosed in the brochure include a subscription‑based, advisor‑assisted financial planning service delivered via a mobile portal, affiliations that provide in‑house tax/CPA services and insurance broker relationships (with associated commission disclosures), and sponsorship of a private fund to which the firm may refer clients. The firm also discloses a prior SEC settlement concerning hypothetical performance advertising and describes use of several third‑party platforms and service providers (including a large federally insured cash sweep program) that are material to how it delivers services.

To learn more about the advisors currently working at MRA Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.