Earning your trust
MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management, and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. The firm currently has more than $2 billion in assets under management and employs more than 40 professionals and support staff. MRA Associates has earned the prestigious CEFEX certification as an Investment Advisor. This is an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices.
Our firm’s differentiating attributes, the ones that matter most to our clients, prospects, and employees, allow us to stand out in a field that is fiercely competitive. What sets us apart as an advisor is:
- Our team model, where synergistic solutions are brought together by a comprehensive strategic plan.
- Our independent, partner-owned structure that allows us the freedom to make decisions that are exclusively in your best interest.
- Our commitment to sustainability and stewardship by managing your family’s or institution’s wealth with individualized, proactive planning today and for generations to come.
- Our commanding belief in a fiduciary standard of care that is the cornerstone of everything we do.
MRA Associates is the premier independent RIA in the Southwest
View From the Top: Our History
Dennis Miller founded MRA Associates in 1991 with a clearly defined vision to help clients achieve their investing goals. From its beginning, the objective was to build a firm that offered personalized investment counsel.
In 2004, MRA Associates became part of Western Alliance Bancorporation. Five years later, Brad Lemon and Dennis Miller purchased a majority interest in the company to reestablish MRA Associates as an independent investment advisor. The remaining interest was purchased in 2012 in what was the final transaction necessary to attain MRA Associates’ goal of being 100% independent. Currently, MRA Associates is owned by eight employees and one client: Mark Feldman, Brad Lemon, Christina Burroughs, Ken Garrett, Maureen Rzeppa, Dave Westra, Russ Bucklew, Nathan Erickson, and Marketplace One.
MRA Associates has succeeded in transitioning management and ownership while growing the firm, its people, and its offerings. The firm is now positioned to remain independent while creating a sustainable structure for generations to come. Clients are serviced by teams, and each team member has an opportunity to become a future owner of the firm.
Throughout the firm’s history, our commitment has always been to serve clients from a fiduciary perspective and to always act in our clients’ best interests.