Where We've Been

In March of 2004, partners David Munn, Don Nichols, and Stephen Riley left UBS Financial to form their own financial firm, Riley Nichols & Munn. As an independent practice, RNM was able to focus fully on clients’ best interests and top-tier service. The company was able to expand to include more advisors and service professionals throughout its 18 years. In 2022, in preparation for eventual succession, two new firms were formed: Riley Whalen Inc. and Munn Financial Group.

Munn Financial Group was started in October of 2022 by David Munn and his son, Michael Munn, who joined the industry in 2007 and has been working side by side with his father since day one. The professionals at MFG focus on using the highest standard of care to support families and businesses with a wide range of financial services. Our team’s knowledge base, personalized service, and years of work give MFG a unique perspective and allow for a compassionate engagement with all of our clients.