Member Firms
Member Firms: Setting the standard for excellence, ethics, and client advocacy

M Financial is owned by its Member Firms. Independent and entrepreneurial, they have been defining industry best practices for over four decades, all in pursuit of helping clients find the best ways to manage risk, create legacies, and achieve their goals.

A collaborative culture that gives clients more—and better—options

Member Firms leverage the strength of the entire M community—from expertise and buying power to reinsurance and support—to deliver superior solutions to their clients, including:

  • Access to exclusive products designed for HNW individuals, executives and employers
  • Preferred pricing based on M’s best-in-class experience fundamentals
  • Guidance from industry specialists and thought leaders across our Member Firms and M corporate
  • Efficient support and digital tools that save time and increase transparency for clients and financial professionals

A powerful network of innovative entrepreneurs

M Member Firms are carefully chosen from among the elite leaders in the industry and represent the most successful and innovative organizations. If your firm is interested in joining one of the nation’s largest independent financial services design and distribution networks serving the affluent and corporate markets, we’d like to hear from you.

M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.