Parsippany, NJ and Sparta, NJ, USA
+1 844.MRA.ROAD
support@morrisretirement.com

Paving the Road to Your Financial Independence

Morris Retirement Advisors (MRA) is Independent Investment Advisory (RIA) firm that specializes on delivering ongoing value around the following integrated financial areas:

FINANCIAL PLANNING

Financial planning is not an isolated event. It needs to be flexible. It needs to adapt to our rapid pace world. That’s why we offer WealthBuilder Planning as a digital planning tool to help clients build sophisticated financial plans which are easy to understand, implement and monitor. 

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WEALTH MANAGEMENT

Our investment management process focuses on helping clients understand and manage investment risk. With your Risk Number, we can help you set investment portfolio expectations using a measure of your risk tolerance rather than return, leading to a better informed and satisfied client.

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INSURANCE AND ESTATE PLANNING

Protecting what you can’t afford to lose such as your ability to earn an income and your loved ones from a premature death or illness make up one of the foundations of a solid financial plan. We educate and help protect clients in the areas of insurance and estate planning using a comprehensive due diligence process.

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TAX PLANNING AND PREPARATION

No one wants to pay more than their fair share of taxes, but few people understand our complex tax system (even with the new tax law!). Our in-house CPA offers tax preparation and ongoing tax advice while bringing it all together with other areas of your financial life.

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Flexible pricing based on your evolving needs.

Choose what you need now.
Change it anytime.

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INVESTMENT MANAGEMENT

We don’t charge commissions. We offer investment solutions using MRA Wealth Portfolios as goals-based investment strategies that focus on helping clients understanding and managing investment risk, as well as increasing their chances for goal achievement.

Our investment advisory fee is based on assets under management. The fee ranges from 0.40% to 1.50% per year). See ADV Brochure for details.
PLANNING AND TAX ADVICE

From the simplistic to the highy complex financial situations, we offer customized subscription services solutions for financial planning and/or tax advice based on your unique needs.

Paid subscription services starting at $49/month.

For MRA Wealth Portfolio household accounts of $1 million plus, MRA will waive the subcription service fee for the following planing services: Plus, Consolidator and Protector.

Planning and Tax Advice Services

WealthBuilder Planning

Free online planning software. Digital planning at your fingertips.
View Your Financial Life. Anytime. Anywhere.

IT'S FREE. SIGN UP NOW.

WealthBuilder Investing

Add "Human" to your digital planning experience by working one-on-one with one of our financial advisors.
Investment management advice. Goals-based investing.

FEES BASED ON ACCOUNT BALANCE

Private Wealth Advice

Dedicated Wealth Advisor.
Advice on outside investments.
Comprehensive personalized guidance on life events: retirement, large purchases, college, estate planning, tax strategies, insurance planning

FROM $69/MONTH

Taxes

Get tax preparation and planning by our in-house CPA.

FROM $49/MONTH

Business Owners

We work with business owners to help them make their business work for them as opposed to having them working for their business.

PRICE BASED ON NEEDS

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Our Mission… 

Simplifying financial planning and wealth management across generations 

Simplifying your financial life requires having a clear picture of your financial situation anytime and anywhere. Pairing the latest technology with sound advice, Morris Retirement Advisors launched WealthBuilder Planning  – a digital planning platform to help the firm deliver on its mission.

WATCH HOW THE WEALTHBUILDER PLANNING WORKS

SIGN UP TODAY. IT’S FREE.

Join us!
RSVP today to one of our upcoming educational events 

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SECURITY

WealthBuilder Planning is offered through Right Capital, Inc. Right Capital uses data security featuring 2048-bit asymmetric encryption and 256-bit symmetric encryption. For additional information on how we protect your data, please click on Read More. 

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