MRA Advisory Group

MRA Advisory Group works with individuals and business owners across a range of wealth levels, including high-net-worth clients, to provide comprehensive financial planning and discretionary portfolio management. The firm also offers subscription-based advisor-assisted financial planning via a mobile app, insurance placement on a commission basis, tax preparation through an affiliated CPA entity, estate document preparation via a third-party partner, sub-advisory services, and access to a federally insured cash sweep program.

Investment decisions are implemented through model portfolios overseen by an investment committee that meets quarterly, with a risk-based framework and periodic rebalancing; MRA also manages held-away retirement accounts through a third‑party order-management system and makes available a Biblically Responsible Investing overlay and additional portfolio customization for larger accounts. The firm operates a wrap-fee program and offers both discretionary Wealth Management and specialty solutions intended to align portfolios with client risk profiles and values.

Notable features that distinguish MRA from many peers include an affiliated tax and CPA business (MRA Tax Services LLC) and its role as sponsor/manager of a private investment vehicle (MRA Capital Partners, LP), arrangements the brochure identifies as potential sources of conflicts of interest. The firm has disclosed a recent settlement with the SEC relating to the advertising of hypothetical performance, and it also highlights subscription planning, insurance product sales, and third‑party cash management via KEEP/StoneCastle as part of its service mix while maintaining operations across multiple offices.