How May We
Serve You?
Dynamic Investment &
Wealth Management Solutions
“Someone is sitting in the shade today because
someone planted a tree a long time ago.”
-Warren Buffett
About MRA
We simplify the complicated world of wealth management. Since 1991, we have provided custom advice and innovative solutions to individuals, families, and organizations. As an independent advisor, we answer to no one but you…a true commitment as a fiduciary. It is you, our team, and your goals. That is it.
We understand the importance of preserving wealth and sustainable growth through a successful investment strategy. We also understand the importance of looking at the bigger financial picture when planning for the future. We offer innovative and holistic advice paired with customized solutions, tailored to serve your specific goals.
Featured Services
Investment Advice
Portfolio construction, analysis,
management, and more
Wealth Management
Comprehensive advice on your
full financial picture
Retirement Plans
Design, development, and
ongoing advisory services
Tax Services
Custom tailored tax compliance
and consulting services
Our News & Views
Do you wish to receive an income tax deduction for charitable gifts otherwise “capped” by percentage limitations of adjusted gross income (AGI)? Do you have assets that provide a high cash yield and income taxed at the highest federal and state rates?
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The Senate and House of Representatives overwhelmingly passed the bill. This represents the most impactful retirement plan legislation since the passage of the Pension Protection Act of 2006.
Careers
We select our people based not just on
their skills, accomplishments, and potential, but
also on their principles and values.
Get In Touch
Once we have a clear understanding of your financial objectives,
we personalize a strategy to help you reach your ideal financial picture.