M BENefit solutions
Who We Are
Building exceptional executive benefit solutions

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—earning the trust of advisors, key employees, companies, and financial institutions along the way.

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Plan Design and Consultation

Our consulting team develops high-impact executive benefit programs to help attract and retain top talent.

Funding and Security Solutions

We help clients evaluate and select strategies that offset costs and meet their financial objectives.

Implementation and Administration

Our experienced service team drives successful plan outcomes through sophisticated capabilities and client-first recordkeeping.

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The M Benefit Solutions Advantage

Robust, Proprietary Technology

Developed in-house with a high level of flexibility, M Benefits' administrative websites support compliance and reporting needs while innovating to keep pace with security best practices and clients’ evolving needs.

Rooted in Deep Experience

An experienced team of accountants, attorneys, actuaries, finance, and service professionals help clients navigate legal, tax, regulatory, and other complex matters that impact non-qualified arrangements.

Committed to Collaboration

M Benefits works closely with clients to tailor a roadmap for high-performing plan design and seamless plan management. Our unbiased, proactive, and responsive support leads to enduring client relationships.

Singular Focus

M Benefits focuses solely on executive benefit solutions, helping to ensure that our clients receive the care, continuity, and long-term commitment essential to their success.

M Benefit Solutions Team

John Boulware

Director of Business Development
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Frank Cappuccio

Head of Consulting Services
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Kevin Segal

Head of Client Relationship Management
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Steve Tackitt

Head of Client Administration Services
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Owned by M Financial

As a subsidiary of M Financial, M Benefits offers clients key advantages:

  • Stability: A long-term commitment to the executive benefits market not subject to short-term profit pressures
  • Financial strength: The resources to negotiate with life insurance carriers on clients’ behalf
  • Influence: Strong ties with governmental and industry groups to protect clients’ interests
Get in touch with us at 503.238.1813 or questions@mben.com.

M Benefit Solutions is a wholly owned subsidiary of M Financial Group.

M Benefit Solutions offers securities through M Holdings Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. M Benefit Solutions and M Holdings Securities, Inc. are affiliated companies and subsidiaries of M Financial Group.

M Benefit Solutions is also a Member Firm of M Financial Group

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

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