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M Financial Group

Contact Jeff Bear for
more information.

M Financial welcomes the opportunity to
explore new relationships with leading firms.

M Financial Group is comprised of the industry's most successful, independent Firms, made even stronger by their association with each other. Together, we represent one of the nation's largest independent distribution networks of wealth transfer, executive benefits, and wealth management products and services to the ultra-affluent and corporate markets. M Financial provides a unique competitive advantage distinguished by an unparalleled opportunity to collaborate and share insights with the industry's leading professionals.

The addition of new Member Firms brings new perspectives, new leaders, and new possibilities to the M Community.

Member Firms are carefully chosen from among the elite leaders in the industry, and are committed to serving the ultra-affluent and corporate markets in the most ethically responsible and strategically sound manner. While Member Firms may specialize in specific fields, all are experts in dealing with the complex issues that face affluent clients and their advisors.