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Services

The family business, 
65 years in the making.

After decades of experience in the financial services industry, we have carved a niche in helping business owners succeed - both personally and at the firm-level. As ERISA 3(38) investment managers, we offer comprehensive corporate retirement solutions. For Individuals, we offer a strong track record in retirement planning and asset management.

Please note, we are currently only taking new clients with assets over $500,000. 

Private Wealth Management

We create and manage investment allocations for high net worth families and individuals with an eye towards risk reduction and cost efficiency.

ERISA CONSULTING

We are an independent voice to review and negotiate contracts, improve upon plan design and take on ERISA 3(38) liability for investments within workplace plans. We work with all employer retirement plans including 401(k)s, 403(b)s, and defined benefit plans.

Financial Planning

We ensure financial goals are achieved through rigorous, customized financial planning delivered by a CFP® practitioner.

Employee Education

We provide ongoing employee education to retirement plan participants including one-on-one financial consultations, group education, and market commentary.

About

Meet the Team

Al Matarazzo

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Zach Matarazzo

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Maddie Montanye 

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History of MLRA and a little about our philosophy. 

Contact Us
Get in Touch

150 N. Radnor Chester Road 

Suite F200 

Radnor, Pennsylvania 19087

(800) 480-8681

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