**Meeting hosted via Zoom:**

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

Meeting hosted via Zoom:
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<li>
For Zoom meetings: to start the meeting, visit
<a target='_blank' rel='noopener noreferrer nofollow' class='text-blue-500 hover:text-blue-600' href="https://mraadvisory.com/team/marco-lima">https://mraadvisory.com/team/marco-lima</a>
and click on the "Start a Zoom meeting with Marco" button
</li>
</ol>

TeleWealth Review: ZOOM 

**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: 0.5rem'>
<li>For Teams meetings: to start meeting, click on the link provided with your appointment confirmation</li>
</ol>

TeleWealth Review: TEAMS 

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.

Review by PHONE

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.

IN-PERSON Review: Sarasota Office 

Business Conversation

MRA Advisory Group is an independent wealth management firm serving individuals, families, executives, and business owners with complex financial needs.We believe every financial decision is connected. Our comprehensive approach brings together financial planning, investment management, retirement income, tax planning, estate planning, and risk management to help clients make informed decisions across every aspect of their financial lives.Our mission is to provide the clarity, strategy, and ongoing guidance clients need to build, manage, protect, and transition their wealth with confidence.

<h3>Comprehensive Wealth Management. One Coordinated Strategy.</h3>At MRA Advisory Group, we help clients turn financial complexity into a clear, actionable strategy. Because we believe every financial decision is connected, we look beyond investments to understand your complete financial picture.We provide personalized guidance across financial planning, investment management, retirement income, tax planning, estate planning, insurance and risk management, and business and wealth transition strategies.Whether you’re preparing for retirement, managing significant wealth, navigating a major life or business transition, or simply looking for a more coordinated approach, we help you understand your options, make informed decisions, and move forward with confidence.Your goals. Your wealth. One connected strategy.

<h3>Frequently Asked Questions</h3>1. Who does MRA Advisory Group work with? We work with individuals, families, executives, retirees, and business owners who want professional guidance and a more coordinated approach to managing their financial lives. We are particularly well suited to clients facing major financial decisions, retirement transitions, or growing financial complexity.2. What services does MRA Advisory Group provide? Our wealth management approach integrates financial planning, investment management, retirement income planning, tax planning, estate planning, insurance and risk management, and business and wealth transition strategies. We believe every financial decision is connected, so we consider how each part of your financial life affects the others.3. What happens during the first meeting? The initial conversation is an opportunity to get to know each other. We’ll discuss your goals, financial priorities, current situation, and any concerns or questions you may have. We’ll also explain MRA’s approach, services, and how we may be able to help.4. Do I need to prepare anything before our first meeting? No extensive preparation is necessary. It can be helpful to have a general understanding of your investments, retirement accounts, income, liabilities, insurance, and other financial resources, but our first conversation is primarily about understanding you and what you want to accomplish.5. Do I need to transfer my investments to MRA to have a conversation? No. Our initial conversation is designed to determine whether MRA and our approach are a good fit for your needs. There is no obligation to become a client or transfer assets simply because you meet with us.6. Can MRA review my existing financial plan or investment portfolio? Yes. If you already have investments or a financial plan, we can help evaluate your current strategy in the context of your goals, risk tolerance, retirement needs, taxes, and broader financial picture.7. How is MRA Advisory Group different from other financial advisory firms? Our philosophy is built around a simple belief: every financial decision is connected. Rather than addressing investments, retirement, taxes, estate planning, and risk independently, we seek to coordinate these areas within a comprehensive wealth management strategy.8. How do I get started? Schedule an introductory conversation at a time that works for you. We’ll learn more about your goals, answer your questions, and discuss whether MRA Advisory Group may be the right partner for your financial future.

<h3>Meet Marco Lima, CFP®</h3>Marco Lima, CFP®, is the CEO and a Wealth Advisor at MRA Advisory Group, with more than two decades of experience helping individuals, families, executives, and business owners navigate important financial decisions.As a CERTIFIED FINANCIAL PLANNER™ professional, Marco takes a comprehensive approach to wealth management—helping clients connect their investments, retirement, taxes, estate planning, risk management, and long-term goals into a coordinated financial strategy.Marco is also the author of Building Enduring Wealth for Retirement, a guide focused on helping people achieve financial independence and approach retirement with greater clarity and confidence.His philosophy is straightforward: every financial decision is connected. His role is to help clients understand those connections, make informed decisions, and build a strategy designed around what matters most to them.