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M Financial Group

Taking client advocacy to a whole new level.

M Financial was built on the concept that success can be achieved through collective efforts. Together, we accomplish things for Member Firm clients that others can only dream of. Our sales volume, business quality, and client relationships have made M Financial the industry leader in product development, in-force management, reinsurance, and underwriting.

We offer innovative, sophisticated solutions to help clients accumulate, manage, and preserve wealth.

M Financial Lines of Business

  • Wealth Management
  • Estate Planning
  • Executive Compensation
    and Benefits
  • Investment Management
  • Business Planning
  • Charitable Planning
  • Retirement Planning
  • Disability Income Protection
  • Employee Benefits
  • Long-Term Care Insurance