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 Advisors

Pairing Attributes
Business Tax
Impact Investing
Biotech Expertise
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MRA ASSOCIATES

Financial
Planning

  • Private Stock/Options
  • International Taxes
  • Gifting Strategy

Personalized solutions for your finances

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

You receive personalized recommendations on the services and firms that best suit you. All of the advisors are available to meet with 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 advisors to optimize your wealth.

How an Advisor Can Help

Opportunities during market turbulence

  • FINANCIAL ADVISOR

    Strategic investment management and tax loss harvesting

  • CERTIFIED PUBLIC ACCOUNTANT

    Tax filing and strategy for the extended deadline

  • TRUST & ESTATE ATTORNEY

    Planning ahead for your family

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UNREALIZED VALUE

$105K

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

Who are the right advisors for you?

Your Advisors

Pairing Attributes
  • Business Tax
  • Impact Investing
  • Biotech Expertise