Discover Curated Financial, Tax, and Estate Planning Firms

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Total Income
$500K
Investable Assets
$2.5M
Illiquid Assets
$2.4M
Unrealized Value

$K

Based on what you've shared, you could realize up to $105K in additional value

Your Advisers

Pairing Attributes
Business Tax
Impact Investing
Biotech Expertise
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MRA ASSOCIATES

Financial
Planning

  • Private Stock/Options
  • International Taxes
  • Gifting Strategy

Rigorously evaluated firms

We conduct extensive due diligence to find the best advisory firms in the country, capturing over 120 attributes for each, including service level, fees, experience, and specialty areas.

They are all available to advise you over the phone, video, or in person, whichever you prefer.

How We Work

Expert advising in unprecedented times

New financial opportunities and risks present themselves during major market movements. Get the right advice from experienced advisers to optimize your wealth.

How an Adviser Can Help

Plan for continued market turbulence

  • FINANCIAL ADVISER

    Strategic investment management guidance

  • CERTIFIED PUBLIC ACCOUNTANT

    Tax filing and strategy for the extended deadline

  • TRUST & ESTATE ATTORNEY

    Planning ahead for your family

Our platform provides insights on your financial wellbeing

Contextualize Your Wealth

Enter your asset details

Realize More Value

UNREALIZED VALUE

$105K

Based on what you’ve shared, you could realize up to $105K in additional value

Find Your Advisers

Your Advisers

Pairing Attributes
  • Business Tax
  • Impact Investing
  • Biotech Expertise