OUR SERVICES
Wealth Management
MLRA recognizes the interconnectedness of family finances. Tax, insurance, and estate needs all dictate how investments are allocated. Our process highlights the needs of the individual first; investment products always come second. As fiduciaries, we continually strive to put our clients first. We exemplify this through not only through our investment management process, but our exemplary client outreach, attention to detail, and overall attitude.
401(k) Consulting
As Retirement Plan Investment Advisors, MLRA accepts ERISA 3(38) Liability in writing. Does your current provider? As fiduciaries to your company’s retirement plan, Main Line Retirement Advisors offers plan sponsors significant fiduciary protection. MLRA’s investment processes are designed to adhere to the fiduciary standards required in today’s markets. We provide ongoing investment monitoring and plan design consultation to plan sponsors, and we provide exemplary financial guidance to plan participants.
THE FAMILY BUSINESS
Sixty years ago, Fred Matarazzo Senior began a different kind of financial services firm - one focused on family values and boutique customer service. Two generations later, Al, Zach and Maddie, Fred’s son and grandchildren, carry on these cherished ideals. The Matarazzo family has decades of experience in financial services; running a business ourselves, we have grown deeply knowledgeable of the financial needs of small business owners
