Our History

In the early 80’s, a large insurance company started a pilot program to offer financial planning for individuals based on the philosophy to serve the client first.  They trained advisors to understand and address the client’s needs and offer solutions in the best interest of the client.  The principals of MBR Financial worked for this progressive insurance company and learned the art and science of planning, investing and insurance.  The industry has evolved, as have we, but our core value of putting the client needs above our own remains constant.

Today, MBR Financial is an independent Registered Investment Advisor (RIA).  Trust, integrity and transparency are the core tenants of our practice.  This fiduciary standard covers our entire relationship with you. We are committed to putting your interests ahead of our own at all times.

Serve First

We put our client’s needs ahead of our own, at all times.

Independent

We are not beholden to any investment or insurance company. We are free to access financial investments and products best suited to each client’s needs

Fiduciary

Trust, integrity and transparency are the core tenants of our practice and covers our entire relationship with you.
Dan joins CIGNA as a Financial Consultant.
Trey joins CIGNA as a Financial Consultant.
Mary joins CIGNA as a Financial Consultant.
Suresh joins CIGNA as VP, Investment Management.
Dan co-founds Johnson Bender & Company.
Mary co-founds Stavis Margolis Advisery Services, Inc.
Trey joins Stavis Margolis Advisery Services Inc. as a Principal.
Suresh joins Stavis Margolis Advisery Services, Inc. as CIO.
Stavis Margolis Advisery Services Inc. acquired by Compass Bank.
Compass Bank acquired by Banco Bilbao Vizcaya Argentina.
Mary and Trey co-found Margolis Brady Financial, Inc.

Suresh establishes Raghavan Financial, Inc.
Mary, Trey and Suresh merge their firms to create MBR Financial.
Dan joins MBR Financial as a principal.

Who We Are