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.