Anthony K. Urban

Anthony brings 27 years in the financial services industry to every client relationship at Magnolia Capital Partners. Licensed across multiple states, he specializes in comprehensive financial planning, estate planning strategy, and investment management — helping clients turn long-term goals into concrete, actionable plans.

As Executive Partner, Anthony works alongside Barry to ensure every client benefits from a second set of expert eyes on their strategy. His steady, detail-oriented approach complements the firm's broader mission: no client walks through a major financial decision alone.