Mra Advisory Group
We are a generational planning Registered Investment Advisory (RIA) firm. We offer flexible subscription-based advisory services for all stages of your financial journey, including: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services and Insurance. Experienced: Since 2012, MRA’s advisors have been successful financial planning and wealth management professionals associated with an unaffiliated broker-dealer. In 2017, the team transitioned MRA to a fully independent Registered Investment Advisory firm (RIA). Our advisors have over 100 years of combined industry experience. Fiduciary: With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff. Most of our Wealth Advisors have over two decades of financial services industry experience. Systems Driven: We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
219
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CK
Carol Kupetz
Director or Client Services · Other
EmailPhone - BW
Beth Wahlig
Director of Sustainable Investing & Private Wealth Advisor Speaker on Esg Investing · Other
EmailPhone - ML
Marco Lima
CEO, Wealth Advisor · Other
EmailPhone
Showing 3 of 10 verified contacts
Top roles at Mra Advisory Group
9 distinct titles indexed · top 9 shown.
- 1ceo, wealth advisor
- 1client experience coordinator
- 1director of sustainable investing & private wealth advisor speaker on esg investing
- 1director of tax services
- 1director or client services
- 1extern
- 1government job
- 1international advisory
- 1operations and account manager
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