Financial Planning
Bring retirement income, investments, taxes, protection, and legacy decisions into the same conversation.
About Marco
Marco Lima, CFP®
CEO and Wealth Advisor at MRA Advisory Group, helping clients solve today’s financial challenges and plan for their future with confidence.
Marco Lima is the CEO of MRA Advisory Group and a Partner and Investment Committee member of MRA Capital Partners. His work is grounded in helping individuals and families bring their financial decisions into one clear, coordinated plan.
Before founding MRA Advisory Group, Marco was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2017. His earlier career included investor relations counseling at Gavin Anderson & Co. and Financial Dynamics Business Communications in New York City.
Marco holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and earned a B.B.A. in Finance and Investments from Baruch College, The City University of New York. He is the author of Building Enduring Wealth for Retirement, a practical guide to financial independence, retirement planning, and a faith-based financial perspective.
Schedule a ConversationInvestment Management
Keep investment choices tied to your goals, time horizon, and the role your portfolio needs to play in retirement.
Investment Committee
Marco is a Partner and Investment Committee member of MRA Capital Partners, bringing a broader perspective to investment decisions.
Partner for Growth
Receive a planning relationship built around integrity, commitment, excellence, and clear communication as life evolves.
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Explore Retirement Planning →Learn More About Marco
Explore Marco’s full MRA Advisory profile.
Learn more about Marco’s background, planning approach, and work with MRA Advisory Group.
The Book
Building Enduring Wealth for Retirement
Explore Marco’s guide to creating a more intentional, connected retirement plan.