Trusted by 500+ families
Your Financial Future, Thoughtfully Planned
We help individuals and families build lasting wealth through personalized strategies, transparent advice, and a commitment to your long-term success.
Our Services
Comprehensive Financial Planning
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Investment Management
From wealth growth to retirement, we provide personalized financial guidance.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and peace of mind.
Estate Planning
Protect your legacy and ensure your wealth transfers according to your wishes.
Insurance Planning
Strategic insurance planning to maximize your wealth and minimize your exposure.
About Us
transparent financial guidance you can trust
For over 5 years, MRN Financial has helped families and individuals navigate the complexities of wealth and insurance management. We believe in putting your interests first, always.
As fiduciaries, we're legally bound to act in your best interest. This isn't just a business model—it's our promise to you and your family's financial future.
5+
Years Experience
700+
Clients Served
Financial Advisory Services
Transparent, Value-Driven options
No surprises. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure. For assets under management we charge an annual fee. Please see fee structure in menu for AUM only.
Foundation
Perfect for getting started with professional financial guidance
$250
/One-time
Introductory financial assessment
Goal-setting and priority analysis
Debt reduction strategy
Basic investmentment recommendations
Wealth Builder
Perfect for going deeper with ongoing professional financial guidance
$1000
/year
Comprehensive financial assessment
Goal-setting and priority analysis
Debt reduction strategy
Detailed investment recommendations
Written financial plan
Legacy
Best way to maximize services available and attack every aspect of your situation with purpose
$1,500
/year
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
High Level Investment recommendations
Written/Digital financial plan
Financial Planning tool access
Managed Portfolios
For clients who want us to actively manage their investments on an ongoing basis, billed as a percentage of the assets we manage.
Ongoing, professional investment management
Portfolio built around your goals and risk tolerance
Continuous monitoring and periodic rebalancing
Regular performance reviews and check-ins
Fiduciary guidance — held to your best interest
Fee scales with your assets — no separate planning charge
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
Do I need a certain amount of money to work with you?
No. We work with people at every stage, from those just getting organized to families managing significant assets. The first conversation is free and there's no minimum to have it.
How are you paid?
Clearly and up front. Planning packages are a flat fee, and assets we manage carry an annual fee. You'll know exactly what you're paying before you commit to anything.
Do you only work with people near Leesburg?
We're based in Leesburg and serve clients throughout Florida, in person or virtually, whichever you prefer.
What's the difference between insurance and investment planning?
Insurance protects what you've built; investing grows it. Most people need both working together, and we handle both under one roof so nothing falls through the cracks.
What happens in the first meeting?
We listen. We'll go through where you are, where you want to be, and what's in the way. You'll leave with a clear picture of your options. No pitch, no pressure.
What if I already have an advisor?
That's fine. A lot of people come to us for a second opinion. We'll tell you honestly if what you already have is working.
MRN Financial
Helping others achieve more than they ever thought possible.
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Copyright 2026. MRN Financial. All rights reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. MRN Financial is independent from BCM and AmeriLife. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Mitchell Nunn and/or Mitchell Nunn Financial are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.