Dedicated to serving the needs of clients.

M Member Firms are entrepreneurial, fiercely independent, and understand that consistently exceeding client expectations is the true measure of success. 

Although Member Firms support one another’s businesses, they operate independently, free to select products and services that best meet the needs of their high net worth and/or corporate clients. The unique network they create brings together the most successful entrepreneurs in the industry, along with scale, expertise, and unrivaled resources. They are focused on high quality business driven by superior sustainable policy performance, dedicated service, strong underwriting, financial strength, and the treatment of their inforce clients.

Member Firms are Stockholders in M Financial, and they also govern the organization.

• M Financial’s self-governance structure is consistent with the entrepreneurial spirit of Member Firms and the shared commitment to independence.
• Member Firms have a structured forum in which they can present business opportunities, develop policies, and create solutions.
• There is no other organization in America as large as M Financial in which the voice of every Firm makes a difference.

This structure is ideal for clients—Member Firms representing their interest have the motivation and ability to deliver value, quality, and sustainable success.

As Stockholders, M Member Firms own M Financial, sharing their talents for the benefit of all.

Working with an M Member Firm provides clients and advisors with in-depth local and regional services and the breadth of financial solutions to choose from.