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We welcome the opportunity to explore new relationships with firms that share our core values.…
Member Firms. Member Firms: Setting the standard for excellence, ethics, and client advocacy. M Financial is owned by its Member Firms.…
M Licenses FAST Software to Enable New Digital Ecosystem for Member Firms. ‹ Back to Newsroom. April 28, 2020. M Licenses FAST Software to Enable New Digital Ecosystem for Member Firms.…
M Member Firm Principals Named 2024 Forbes | SHOOK Research Top Financial Security Professionals.…
M Member Firm Principals Named 2025 Forbes | SHOOK Research Top Financial Security Professionals. ‹ Back to Newsroom. July 10, 2025.…
M Member Firm Principals Named 2023 Forbes/SHOOK Research Top Financial Security Professionals.…
OUr solutions. M Funds. Four exclusive funds, endless possibilities. M Fund, Inc.…
M Member Firm Financial Professionals Named to Forbes 2022 Top Financial Security Professionals List. ‹ Back to Newsroom. July 28, 2022. For Immediate Release.…
SVP, Member Firm Services. Dallas, TX. As SVP, Member Firm Services, Brooke leads across-functional team delivering core services and support to M Financial’s network of Member Firms.…
As the 2019 school year transitions into summer, the M Community celebrates our deepening ties to Big Brothers Big Sisters (BBBS).…
M Member Firm principals and producers and members of the M Team traveled to Washington, D.C. in March to attend Finseca's 2023 Advanced Markets conference and meet with congressional lawmakers.…
“This is the first time that we have come into a partnership where we are supporting the economic empowerment of our own members, including our younger members with the Magnet Program, and also for our…
OUR NETWORK. Strategic Partners. Partner with the experts.…
AALU’s mission is to advocate of behalf of its members, who provide financial and retirement security to the American people. Armstrong Robinson - AALU + GAMA.…
widespread destruction in the wake of hurricanes and tornadoes across the Southeastern United States this fall, M Financial worked swiftly to rally assistance for those impacted by the storms, including members…
Because the things that make our team members unique are what make M Financial a special place to grow your career. Browse Opportunities ›. Working at M.…
Participating companies include M Member Firms Cornerstone Advisors, NLEC, Rose Glen, and Winged Keel Group, as well as M’s partner insurance carriers Prudential, Nationwide Financial, Pacific Life, and…
Using our strength to support our communities. M Financial Group and our Member Firms are committed to enriching and sustaining financial health within our local communities.…
In partnership with Mark's family, we are honoring our legendary co-founder with an online memorial site where we can share memories, stories, photos, and videos of him.…
M Team members in the Portland area are invited to attend, along with their families and personal guests. Children of all ages are welcome!…
Our Network. The power of collective expertise aligned to client needs. M Financial is a network of 135+ Member Firms connected by deep insurance and financial planning expertise.…
At the invitation of M’s Women’s ForuM, M Financial Board Member Joe White spoke about effective mentorship and sponsoring with the M team.…
As wildfires continue to rage in Los Angeles, our thoughts are with everyone affected by this disaster, especially our Member Firms, M Team members, clients, families, and friends.…
Connecting in our communities. Advocacy extends beyond our offices. With over 135 Member Firms across the U.S. and U.K.…
Ella will discuss tactical tools to improve advisor relationships with clients and their family members so that advisors can “stick with the family,” and she’ll address and debunk common assumptions about…
Our solutions. M Securities. Full-service offerings for independent financial professionals.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below. Reset. Reset.…
David Byers, M Financial’s Board Chair and Principal of Member Firm Capital Strategies Group, has been named the 2024 recipient of Pacific Life’s prestigious Preston Hotchkis Distinguished Achievement…
OUR NETWORK. Professionals. Resources to deepen client relationships.…
After thanking Member Firms who responded to M’s survey about philanthropy efforts, Wes shared that M chose the 2019 winners based on their engagement with their local communities.…
Experienced principals and producers from M Financial Member Firms, along with M Team members, convened in Boston and Dallas to engage, learn, and connect during M Connect 2025.…
The event brought together private placement life insurance (PPLI) thought leaders for insights into PPLI client conversation-starters, best practices, and to hear success stories from M Member Firms well…
“The progression from the portraits of our founders to the national footprint of our Member Firms and timeline of key moments in our history inspires appreciation for where M Financial came from and inspiration…
Experienced M Financial Member Firm principals and producers and members of the M Team gathered in Chicago and Dallas for learning and connection at M Connect, a new specialty event designed to expand…
Through strategic initiatives across the organization, we enhanced our support for Member Firms and the clients they serve.…
In partnership with Peter’s family and close colleagues, we are honoring our legendary co-founder with an online memorial site where we can share memories, stories, photos, and videos of him.…
The addition of Majestic VUL 25 to M Financial’s suite of proprietary products revitalizes our long and impressive record of building truly differentiated products with John Hancock as our carrier partner…
At Nationwide Retirement Institute, Kristi Rodriguez, Senior Vice President, leads the teams responsible for advocating for and educating members, partners, and industry leaders on issues impacting their…
We know the president of the organization and we went to him with something that would help the members.…
Colors go hand in hand with our logo as the most distinctive elements of our brand. Our palette has been distilled to a limited but impactful range of colors.…
See the latest M Financial announcements and articles about our company. Show More Articles ›. No items found.…
We’re looking for entrepreneurial individuals to join our network of M Member Firms.…
OUR SOLUTIONS. Platforms. Bringing digital transformation to the life insurance experience.…
OUR NETWORK. Industry-Leading Collaborators. Committed to advancing client interests. Client advocacy and thought leadership are central tenets of M Financial.…
Member Firm Portal ›. M Benefits Portal ›. NetXInvestor Portal ›. Albridge Portal ›. WealthPursuit Portal ›. COMPANY. Why M. Our Solutions. M Benefits. M Wealth. M Securities. M Funds. Our Network.…
OUR sOLUTIONS. Products. Unmatched portfolio of products for high net worth clients.…
The content will be topical, differentiated, and authoritatively written in collaboration with our M Member Firms experts.…
Member Firms. Independent minds. Collaborative mindset. OUR Member Firms ›. OVERVIEW OF M. How We Serve. How We Operate. M & Member Firms. Superior resources.…
Our Mission. To help our Member Firms succeed, thrive, and realize their full potential. Delivering Client Value in 4 Key Ways. Client Advocacy.…
Our network of 140+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services.…
“We're always looking for ways to deepen our relationship with M and demonstrate our commitment to the greater M community.…
Innovation is in our DNA, and with Magnet, you will continue this important tradition of advocating for our clients. Search Magnet Jobs ›. Exclusive products.…
The M Team stepped up and far surpassed our goal, using. only 77 paper cups. in October, a 96% reduction!…
M’s consistent appearance on the Ward’s 50 reflects the quality of business placed by M Member Firms and the strength and sustainability of M Financial’s business model, ensuring security for our clients…
“M’s 40-year relationship with Pacific Life has been fundamental to our ability to solve for our high-net-worth and corporate clients’ unique planning needs,” said M Financial President & CEO Russell Bundschuh…
M Financial is proud to announce our expanded partnership with Principal Financial Group to enhance our suite of business and individual disability insurance offerings.…
with our core values.…
M is committed to advancing the interests of our industry, our communities, and our clients. A Tradition of Innovation. M Financial Group founded as a collaborative network. of independent firms.…
OUR NETWORK. Individuals. Expert guidance for complex financial needs.…
