About

MRA Advisory Group is a Sarasota-based wealth management and financial planning firm dedicated to helping individuals, families, business owners, and organizations make informed financial decisions with confidence.

We believe that every financial decision is connected. That philosophy guides our comprehensive approach to wealth management. Rather than looking at investments in isolation, we help clients coordinate the many areas of their financial lives—including financial planning, investment management, retirement planning, tax strategies, estate planning, risk management, and business and retirement plan services.

Led by Marco Lima, CFP®, CEO and Wealth Advisor, MRA Advisory Group is proud to serve the Sarasota community and build long-term relationships with the individuals, families, and businesses that call our region home.

Plan with purpose. Invest with confidence.

Learn more at mraadvisory.com.