With over 130 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.
M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.
The Member Firms deliver expert advice and guidance to high-net worth clients who need complex insurance and financial planning services. Supported by our Member Firms and carrier partners, we use our collective power to advance our clients' interests.
The client base of Member Firms represents the experience of the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are available exclusively to the clients of M Member Firms. In addition, M Holdings Securities, Inc., M Financial’s full-service broker/dealer, and M Wealth, M Financial’s wealth management division, provide Member Firms with access to a wide variety of investment products and services.
M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a large percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.
Working with an M Member Firm provides the assurance of working with true client advocates whose interests are aligned with those of their clients and who can provide truly customized approaches for specific client needs.