Our Network
The power of collective expertise aligned to client needs

M Financial is a network of 140+ Member Firms connected by deep insurance and financial planning expertise. Our innovative thinkers create tailored solutions in life insurance, wealth management, and executive benefits fine-tuned to the needs of HNW and corporate clients.

Strategic Partners


Financial institutions and membership organizations partner with M for superior solutions and services.

Strategic Partners ›
Carriers


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

Carriers ›
Industry-Leading Collaborators

M members are active in professional advocacy organizations and collaborate with premier research groups on clients’ behalf.

Collaborators ›
Professionals

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

Professionals ›
Individuals

M helps HNW individuals, families, and business owners manage risk, create legacies, and achieve their goals.

Individuals ›

Collaborative Mindset

We work with the best minds in the industry—our Member Firms, partners, and support teams collaborate on solutions that bring our collective expertise to clients.