Exclusive solutions and services
for exceptional clients
The trusted source for innovation, advocacy, and expertise in financial solutions for high net worth clients.
Who We Are ›

OVERVIEW OF M

Superior resources. Aligned and dedicated to serving client needs.
M focuses on serving high net worth (HNW) individuals, executives, and employers by providing access to exclusive expertise, solutions, and partners through our network of independent Member Firms.
Why M ›
High touch. Built to scale.
‍Clients get the best of all worlds in working with M.  
Personalized expertise from our independent Member Firms, powered by the best minds at M Financial and our carrier partners. Innovative solutions, delivered digitally to create a great experience for clients and their financial representatives. Scalable support and risk sharing that ensure peace of mind for all clients, from individuals to large enterprises.
What We Do ›
Independent minds. Collaborative mindset.
In working with M Member Firms, clients are assured of independent advice from leaders in the insurance industry … backed by the collaborative power of over 140 Member Firms and M experts committed to helping one another advocate for client needs. 
M & Member Firms ›

Our Network

M is a collaborative community, bringing together innovative thinkers and experts to create solutions aligned with the needs of HNW clients.

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Strategic Partners

M helps financial institutions and membership organizations develop custom solutions scaled for superior service.

Professionals

Attorneys, tax professionals, family offices, and other professionals seek out M Member Firm expertise.

Carriers

M partners with industry-leading carriers to drive product innovation and deliver superior client service.

Individuals

For individuals, families, and business owners, M Financial is the gateway to  Member Firms and partners.

Industry-Leading Collaborators

M works with professional groups and research organizations to benefit Member Firm clients.

"M Financial has been a game changer for us. With our reinsurance company for ultra capacity, our proprietary products, and our unique underwriting process, our company has won cases we haven't won before and have an ongoing competitive advantage that distances us from other broker networks."
Todd Skousen, Links Consulting

Our Solutions

M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services.

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Products
M offers a diverse selection of exclusive products developed through our relationships with leading insurance carriers. From life insurance to executive benefits to wealth solutions, M and our Member Firms can meet virtually any client need.
View Products ›
Services
The comprehensive suite of services that supports every interaction at M Financial and our Member Firms helps solve the most complex client needs, ensuring the highest quality experience and best outcomes.
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Platforms
M’s digital platforms are transforming the life insurance experience, making it easier for clients and financial professionals to select and execute life insurance plans. Complex client service and administrative processes are completed in less time and with fewer headaches.
View Platforms ›
M Benefits
For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in a competitive talent marketplace.
M Benefits ›
M Wealth
M Wealth provides a full spectrum of specialized investment management services rooted in academic research and thoroughly vetted by our experts. We combine a long-term, data-driven approach with the strength of M Financial's resources and partnerships.
M Wealth ›
M Securities
M Securities provides access to diverse offerings including investments, insurance, annuities and advisory products, and services and platforms. We enable Member Firms to meet their clients’ unique needs while still maintaining independence.
M Securities ›
M Funds
M Funds is a cornerstone of M Financial’s exclusive products, available through more than 50 select variable life insurance products, annuity products, and qualified plans.
M Funds ›
Products
M offers a diverse selection of exclusive products developed through our long-standing relationships with leading insurance carriers. From life insurance to executive benefits to wealth solutions, M and our member firms can meet virtually any client need.
View Products ›
Services
The comprehensive suite of services that support every interaction at M Financial and our member firms helps solve the most complex cases, ensuring the highest quality experience and best outcomes for clients.
View Services ›
Platforms
M’s digital platforms are transforming life insurance, making it easier for clients and financial professionals to select, and execute life insurance plans. Even complex administrative processes are completed in less time and with fewer headaches.
View Platforms ›
M Benefits
For over 50 years, M Benefits Solutions has been helping companies develop successful benefit and funding strategies that address their business goals and deliver an advantage in a competitive talent marketplace.
M Benefits ›
M Wealth
M Wealth provides a full spectrum of specialized investment management services rooted in academic research and thoroughly vetted by our experts. We combine a long-term, data-driven approach with the strength of M Financials’ resources and partnerships.
M Wealth ›
M Securities
M Securities provides access to a diverse selection of investment and insurance products and services for individuals and organizations whose needs can’t be met with a single solution. We rank among the largest independent broker/dealers in the nation.
M Securities ›
M Funds
M Funds is a cornerstone of M Financial’s exclusive products, available through more than 50 select variable life insurance products, annuity products, and qualified plans.
M Funds ›