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

Why MRA

Morris Retirement Advisors (“MRA”) is an Independent Investment Advisory firm that employs comprehensive financial planning and risk management strategies as core principles in its Wealth Management Process

Since 2012, Private Wealth Advisors Marco Lima, CFP® and Adam C. Anderson, CFP®, CRPC® have been running Morris Retirement Advisors as a highly successful financial planning and wealth management firm associated with a broker-dealer. In 2017, the team transitioned Morris Retirement Advisors to a fully independent Registered Investment Advisory firm (RIA). As an RIA, the firm substantially improved and enhanced its already robust service offering available to clients. With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff. We strive to create a WOW experience for clients using our unique and proprietary approach.

Our Process

DEFINE YOUR ROAD

We’ll have an in-depth discussion about the Road you would like to travel to your goals and dreams. We’ll help you prioritize the wants vs. the needs and help you narrow down what you want to accomplish from a financial point of view.

ACCESS YOUR REALITY

Using the digital planning technology available through our WealthBuilder Dashboard, our team will take an x-ray of your situation by analyzing your investments, taxes, cash flow, debt structure, insurance and estate planning documents. We will help you find any financial blind spots that could harm you, your family and/or your business.

PROPOSE YOUR ROADMAP

With a clear understanding of your goals and dreams, our team will provide you with reasonable actionable solutions for you to achieve your financial goals.

PROVIDE MAINTENANCE AND SUPPORT

Potholes, detours and traffic jams are a constant in any major road. Similarly, your financial plan requires maintenance and adjustments. We plan and then life gets in the way! That’s why we offer tailored subscription based service models that focus on your specific needs around planning, tracking and reviewing your goals. Financial planning is not an isolated event. Rather, it’s an ongoing lifelong process.

Our Team

Marco Lima, CFP® 

Managing Partner, Private Wealth Advisor

Adam C. Anderson, CFP®, CRPC® 

Managing Partner, Private Wealth Advisor

Alison C. Cogan, CPA

Director of Tax Services

Paul S. Plemenos

Vice President, Financial Advisor

Dalton L. Chandler, MBA, APMA

Private Wealth Advisor

Beth Wahlig, MBA 

Private Wealth Advisor

Carol Kupetz

Client Concierge

Jolaine Richmond

Client Experience Coordinator

Joseph Verile

Operations Specialist