Founded in 1991, MRA Associates is a Phoenix-based independent investment and wealth management firm providing integrated financial advice. The firm specializes in serving high-net-worth individuals, families, family offices, and foundations by offering a comprehensive suite of services including investment management, financial planning, tax services, and wealth transfer strategies. In 2020, MRA Associates joined CAPTRUST Financial Advisors to expand its resources and service capabilities while continuing its client-focused mission.

Founded in

United States