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.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Houston, Tx
- Phone
- +1 832-667-8787
- co****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mbrfinancial.com
- HQ
- Houston, TX
Mbr Financial Questions
Mbr Financial's helpline number is +1 832-667-8787
Mbr Financial's website is mbrfinancial.com
Mbr Financial's LinkedIn profile is https://www.linkedin.com/company/mbr-financial
Mbr Financial has
6 employees.
View email and phone details for 6
employees at Mbr Financial.
Mbr Financial's industry is
Financial Services
Mbr Financial's top competitors are
Fremont-Wright,
Orleans Capital Management,
Viles Law Firm,
Eog Resources,
Gwr Equities, Llc,
Bain & Company,
Kbr, Inc.,
Gulfstar Group,
L.e.k. Consulting,
Harvest Portfolio Management.
Mbr Financial's support email address is contactus@mbrfinancial.com
Mbr Financial's categories are Financial Services
Mbr Financial's founding year is 2011
