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.
Financial institutions and membership organizations partner with M for superior solutions and services.
M partners with industry-leading life insurance carriers to drive product innovation and deliver superior client service.
M members are active in professional advocacy organizations and collaborate with premier research groups on clients’ behalf.
Attorneys, tax professionals, family offices, and other professionals seek out M Member Firm expertise.
M helps HNW individuals, families, and business owners manage risk, create legacies, and achieve their goals.