Leading Independent Wealth Management Firm Expands into the Midwest Market
January 28, 2019
Headquartered in Phoenix, Ariz. MRA Associates, a leading independent wealth management firm, recently expanded its services to the Minneapolis market. MRA Associates’ new office is full service, offering personalized investment advisory, wealth management, and tax compliance and planning solutions to individuals, families, and organizations seeking expert advice to achieve their financial goals.
“We are committed to providing local expertise for our Minnesota clients who are also supported by the entire MRA Associates team,” said Mark Feldman, CEO and managing partner of MRA Associates. “Our local office is eager to develop new relationships and assist clients in reaching their financial objectives.”
MRA Associates offers a myriad of services to its clients, including tax planning and compliance, investment analysis, portfolio construction, estate planning and more. The independently owned, boutique-style firm currently manages and consults on more than $3.4 billion in assets. The firm’s mission is to grow wealth and establish financial peace of mind for our clients through dynamic investment and wealth management solutions.
The Minnesota office will be led by senior client advisors, Bruce Paulson and Jennifer Arps. They have 54 years of combined experience in the investment, tax, and wealth management sectors. The office will be located at 1907 Wayzata Blvd., Ste. 200, Wayzata, MN 55391.
About MRA Associates
MRA Associates, formerly known as Miller Russell Associates, is a leading wealth management and registered investment advisory firm, headquartered in Phoenix. Independent and partner-owned, MRA Associates provides investment, wealth management, tax compliance and consulting services to individuals, families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the United States. MRA Associates manages and consults on more than $3.4 billion in assets and employs more than 50 professional and support staff. The firm has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices. For more information, visit www.mraassociates.com.