M Financial Group

With more than 140 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Differentiation and unconditional advocacy are at the heart of what we do. We want to offer clients something they can’t get anywhere else and leave them with no doubt that our focus is on ensuring we have their backs.