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 Team

Simplifying financial planning and
wealth management across generations.
Our Mission:
Marco Lima, CFP®

Managing Partner, Private Wealth Advisor

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Adam C. Anderson, CFP®, CRPC®

Managing Partner, Private Wealth Advisor

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Alison C. Cogan

Director of Tax Services

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Paul S. Plemenos

Vice President

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Beth P. Wahlig, MBA

Private Wealth Advisor

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Dalton L. Chandler, MBA, APMA

Managing Partner, Private Wealth Advisor

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Carol Kupetz

Client Concierge

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Jolaine Richmond

Client Experience Coordinator

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Joseph Verile

Operations Specialist

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