Munn Financial Group is an independent financial and wealth planning firm focused on collaboration and deep relationship building with our clients. Our team has decades of experience in the financial services industry and the energy and modern sensibility needed to navigate our current landscape.
OUR VALUE PROPOSITION
Munn Financial Group is an independent financial services firm, created by a team of highly experienced and credentialed financial professionals. Our comprehensive approach allows us to remain, first and foremost, client-focused. Our process leaves no stone unturned.
As an independent firm, we have the ability to approach each client relationship with a unique perspective. We have the benefit of a large, resource-rich national firm behind us, in LPL Financial, and also the agility and freedom allowing us to focus fully on Fiduciary duty and overall financial wellness.