At MRA Associates, we simplify the complicated world of wealth management. Since 1991, we have provided custom advice and innovative solutions to our clients. 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.
The depth and breadth of expertise collectively among our partners (all 11 of them) and the more than 50 team members are assets that create value for all of our clients. Each client is served by a team of experts. This team approach benefits our clients by creating a sustainable model intended to serve clients for generations to come.
As one of our core values, we manage the firm with the care and respect of stewards, where the decisions of our partners are made in the long-term interests of both our clients and our team.
CFA Institute Standards
Philanthropy and Citizenship
Awards and Rankings