MBR Financial

Financial Services • Houston, Texas, United States • 1-10 Employees

Company overview

Headquarters	2000 West Loop South, Suite 1510, Houston, TX 77027, US
Phone number	+18326678787
Website	mbrfinancial.com
NAICS	52
SIC	628
Keywords	Online Services, Insurance, Investment Management, Lifetime & Estate Planning
Founded	2011
Employees	1-10
Socials

Key Contact at MBR Financial

Jack Brady

Client Advisor & Director, Private Equity

MBR Financial Email Formats

MBR Financial uses 2 email formats. The most common is {first name} (e.g., john@mbrfinancial.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@mbrfinancial.com	66.7%
{first initial}	j@mbrfinancial.com	33.3%

About MBR Financial

Margolis Brady Raghavan Financial, Inc. is a Houston-based wealth management firm specializing in personalized, multi-generational planning and investment management for entrepreneurs, executives, retirees, and their families. With decades of experience, we provide integrated financial solutions that help clients navigate complex wealth scenarios—offering strategic guidance in estate planning, retirement transitions, business succession, risk management, tax-efficient investing, and legacy planning. Our approach blends deep technical expertise with a highly personalized client experience, ensuring each financial plan evolves alongside life’s transitions. As fiduciaries, we are dedicated to putting our clients’ interests first, delivering trusted advice and long-term support to preserve and grow wealth across generations.

MBR Financial revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

MBR Financial has never raised funding before.

MBR Financial Tech Stack

Discover the technologies and tools that power MBR Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

MailChimp for WordPress

Marketing automation

jQuery UI

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

MailChimp

Yoast SEO

SEO

Google Hosted Libraries

CDN

Frequently asked questions

MBR Financial is located in Houston, Texas, US.

You can reach MBR Financial at +18326678787.

MBR Financial was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

MBR Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at MBR Financial

Jack Brady

Client Advisor & Director, Private Equity

4.8

40,000 users