****Meeting hosted via Zoom:****

1.  ****For Zoom meetings:**** to start meeting, visit [www.mraadvisory.com/marcolima](https://www.mraadvisory.com/marcolima) and click on the ****"Start a Zoom meeting with Marco"**** button

Meeting hosted via Zoom:
<ol style='list-style-type: decimal; list-style-position: inside; margin-left: 12px; margin-bottom: 4px'>
<li>For Zoom meetings: to start meeting, visit <a target='_blank' rel='noopener noreferrer nofollow' class='text-blue-500 hover:text-blue-600' href="https://www.mraadvisory.com/marcolima">www.mraadvisory.com/marcolima</a> and click on the "Start a Zoom meeting with Marco" button</li>
</ol>

Client Review: ZOOM Virtual Meeting

****Meeting hosted via Microsoft Teams:****

1.  ****For Teams meetings:**** to start meeting, click on the link provided with your appointment confirmation

Meeting hosted via Microsoft Teams:
<ol style='list-style-type: decimal; list-style-position: inside; margin-left: 12px; margin-bottom: 4px'>
<li>For Teams meetings: to start meeting, click on the link provided with your appointment confirmation</li>
</ol>

Client Review - TEAMS Virtual Meeting

For Current Clients: Book a phone conversation with your Advisor to talk about a new development.

For Current Clients: Book a phone conversation with your Advisor to talk about a new development.

Client Review - PHONE Meeting

Book an in-person initial conversation or client check-in at our Sarasota, FL office.

Book an in-person initial conversation or client check-in at our Sarasota, FL office.

Sarasota Office: IN-PERSON 

Business Conversation

Marco Lima, CFP®

New Video

MRA Advisory Group, under the leadership of Marco Lima, CFP®, is a trusted financial advisory firm dedicated to addressing immediate financial challenges while empowering clients to plan confidently for a secure future. The firm prides itself on simplifying financial complexities and providing transparent, trust-based relationships. 🏦✨Recognized for its focus on ethical, personalized service, the firm integrates comprehensive financial solutions like wealth management, financial planning, tax preparation and planning, insurance, and estate planning. © 2026 MRA Advisory Group. Advisory services offered through MRA Advisory Group. A Registered Investment Advisor.

<ul class="prose-ul list-disc ml-8"><li value="1">Financial Planning: Personalized plans to align your financial goals with actionable strategies, ensuring clarity and direction.</li><li value="2">Wealth Management: Comprehensive investment solutions designed to grow and protect your wealth over time.</li><li value="3">Retirement Strategies: Tailored retirement income plans focused on achieving lifelong financial independence.</li><li value="4">Tax Planning: Effective strategies to minimize your tax burden while staying compliant with regulations.</li><li value="5">Protection Planning: Expert advice on safeguarding your assets and securing your financial future from unforeseen events.</li><li value="6">Estate Planning: Smart, attorney-guided software built for estate plan preparation and legally sound documents.</li></ul>

<ul class="prose-ul list-disc ml-8"><li value="1">Does MRA Advisory charge for initial meetings? No. We offer FREE initial conversations and assessments for potential individual and business clients.</li><li value="2">What's the cost, and what's included with the MRA Advisory financial planning subscription service? Financial planning service subscription starts at $92/month. The subscription fee may be waived depending on the amount of client assets managed by MRA Advisory, case complexity, and the number of meetings per year.</li><li value="3">Does MRA Advisory have account minimums? We work with clients who have investment portfolios managed by MRA Advisory, with a minimum of US$50,000.</li><li value="4">How much does it cost to invest with MRA Advisory? The cost (advisory fee) is between 0.40% and 2.00% per year based on the value of assets managed by MRA Advisory. The cost covers the services provided by MRA Advisory, including custodial services and the guidance of a dedicated financial advisor.</li><li value="5">How do I open an investment account with MRA Advisory? We use a secure digital process for account opening and transfers.</li><li value="6">How do I transfer my current investment accounts to MRA Advisory? MRA Advisory works with the major U.S. custodians and can transfer most accounts into our platform.</li></ul>

Hi, I’m Marco Lima, CFP®, the CEO and Wealth Advisor at MRA Advisory Group. In my role, I take immense pride in guiding clients through today’s financial challenges while empowering them to achieve a secure future. My background includes a fulfilling tenure as a Private Wealth Advisor at Ameriprise Financial Services from 2003 to 2017. 🗽With over two decades of industry experience, I have cultivated a deep understanding of financial planning, investment strategies, and wealth management. I hold the prestigious CERTIFIED FINANCIAL PLANNER™ certification and earned my B.B.A. in Finance and Investments from Baruch College, The City University of New York, in 2002. 📘