Independent Financial Guidance, Built Around You.
We are an Independent, Comprehensive Financial Services firm. Our Fiduciary responsibility is to You and your financial needs.
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About Us
Elevate Your Financial Game.
Founded in 2023, we are a privately held, independent company dedicated to providing exceptional financial services to individuals, families, and small business owners.
Our mission is to ensure that every client receives personalized attention and solutions tailored to fit their unique circumstances.
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Average Household Client Portfolio
Michael R Ball Jr.
Founder
20+ years within the Financial Services and Corporate Finance areas including:
• Certified Capital Markets & Securities Analyst (CMSA)
• Certified Financial Planning & Wealth Management (FPWMP)
• Investment Consulting including Estate Planning, Investment Management, Life Insurance, and Trusts
• Investment Accounting - Pension/Mutual Fund Accounting and Analysis, Reporting
• Investment/Portfolio Analysis - Research & Analysis to build and maintain customized individual portfolios
• Corporate Finance - Budgeting, Forecasting, Advanced Analytics, Product and Customer Valuation Modeling
• Corporate Pricing - National and Private offer Pricing, Business Case Analysis, Break-Even / ROI Analysis
Our Services
Services Designed Around You
Our Impact
We Tailor Financial Solutions to Your Aspirations
We pride ourselves in delivering customized solutions backed by data-driven insights with years of experience.
- Innovation driven financial success solutions.
- Transforming goals into tangible realities.
- Focused on your financial success.
- Growing wealth, preserving stability.
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Why Choose
Why Partner With MRB Capital Group?
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Comprehensive Financial Planning
Holistic, goal-driven financial planning—including retirement, education, tax strategies, insurance analysis, and legacy planning—to give you clarity, confidence, and control over your entire financial life.
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Investment Management
From first-time accounts to post-retirement rollovers, we offer tax-efficient strategies, IRA planning, business investing, and account consolidation—all tailored to your financial goals.
Life Insurance
Protect what matters most with tailored life insurance solutions—covering income replacement, debt protection, estate planning, and future family needs with the right coverage at every life stage.
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Fee Schedules
Transparent, straightforward pricing with no hidden costs—know exactly what you’re paying for with clear, flat-fee or percentage-based structures tailored to your service level and investment needs.
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Expert Guidance
Professional advice offered by individuals with deep knowledge and experience in a specific field. Provided by experts to solve complex challenges.
Comprehensive Planning
A detailed and inclusive process of setting objectives, developing strategies, and forecasting needs. Aligned and cover every essential factor for success.
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Customized Solutions
Specially designed approaches that account for the individual needs of the customer or organization. These solutions approaches to provide true value.
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Continuous Support
Support that extends beyond a one-time interaction, providing long-term solutions and advice. Long-term success and minimizes disruptions in the process.
Testimonial
See What Our Client Say
"I've been extremely happy with MRB Capital since 2023. Michael helped my family create a solid financial plan, including budgeting, life insurance improvements, consolidating old retirement accounts, and starting college savings for our children. He provided great value, and I've already recommended him to friends."
"I'm a new client of MRB Capital Group. When my longtime broker retired, I was stressed about finding someone new. After talking with Michael, I felt very comfortable. He genuinely wanted to help and provided honest, unbiased advice. I moved my CDs and annuity to MRB and am now transferring my retirement account as well."
"When I retired from teaching last year, I reached out to Michael Ball for guidance with my retirement funds. He clearly explained my options, helping me choose an IRA that he now manages. Michael continues to educate me about Social Security and managing my distributions. I trust his expertise completely and am very pleased with his service."
Make Your Financial Success A Priority Today!
We are here to help. Contact us today for a free consultation.