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We welcome the opportunity to explore new relationships with firms that share our core values.…
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.…
OUR NETWORK. Strategic Partners. Partner with the experts.…
“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…
As the 2019 school year transitions into summer, the M Community celebrates our deepening ties to Big Brothers Big Sisters (BBBS).…
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…
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.…
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.…
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…
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.…
“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…
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…
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…
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.…
M Member Firm Principals Named 2024 Forbes | SHOOK Research Top Financial Security Professionals.…
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.…
Member Firms. Member Firms: Setting the standard for excellence, ethics, and client advocacy. M Financial is owned by its Member Firms.…
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 Funds. Four exclusive funds, endless possibilities. M Fund, Inc.…
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 2023 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 Financial Professionals Named to Forbes 2022 Top Financial Security Professionals List. ‹ Back to Newsroom. July 28, 2022. For Immediate Release.…
Member Firms. Independent minds. Collaborative mindset. OUR Member Firms ›. OVERVIEW OF M. How We Serve. How We Operate. M & Member Firms. Superior resources.…
OUR NETWORK. Professionals. Resources to deepen client relationships.…
Connecting in our communities. Advocacy extends beyond our offices. With over 135 Member Firms across the U.S. and U.K.…
The content will be topical, differentiated, and authoritatively written in collaboration with our M Member Firms experts.…
Eden is a partner and shareholder at Nease, Lagana, Eden & Culley, an M Financial Group Member Firm.…
The Dallas expansion represents a major strategic step for M Financial, strengthening its support for 140 Member Firms with expanded resources, operational excellence, and innovation.…
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.…
Before Boulevard Financial, he was a member firm of National Financial Partners.…
M Financial Group congratulates the 13 Member Firm professionals who were named in Forbes’ first-ever ranking of. America’s Top Financial Security Professionals.…
“I’m excited that M Financial and our Member Firms are on the forefront of healthcare innovation by offering our clients a true breakthrough in cancer detection science,” said Andy Graves, M’s VP, Head…
Joshua Caron, M’s VP of Government Relations, emphasizes how building an engaged and sustained presence with lawmakers is key for ensuring our Member Firms are informed about the latest moves in Washington…
He has been a Member Firm Principal since 1998. Luther serves as Chair of M’s Wealth Solutions Advisory Committee.…
OUR SOLUTIONS. Services. A comprehensive suite of services.…
OUR sOLUTIONS. Products. Unmatched portfolio of products for high net worth clients.…
M Financial’s 2024 Annual Report presents a retrospective of the steps we took to drive increased value for our Member Firm community and clients.…
OUR NETWORK. Carriers. Carrier relationships drive stronger solutions and service.…
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.…
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.…
with our core values.…
Innovation is in our DNA, and with Magnet, you will continue this important tradition of advocating for our clients. Search Magnet Jobs ›. Exclusive products.…
Morgan Scott, VP of Advanced Planning & Design, and Jeff Bear, VP of Member Firm Recruiting, represented M Financial at the meeting.…
Brooke Zrno Grisham has joined M Financial Group as Vice President of M Member Firm Development.…
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…
As M Financial’s only firm-wide relationship, PNC will leverage this distribution network by working exclusively with a group of M Member Firms that solely focus on insurance.…
OUR NETWORK. Industry-Leading Collaborators. Committed to advancing client interests. Client advocacy and thought leadership are central tenets of M Financial.…
Dennis McMahan, M’s Market Intelligence Director, leads our market research and analysis efforts to keep Member Firms informed about the activities and trends affecting their business.…
TV Kumaresh, Chief Strategy Officer, discusses the importance of succession planning, and how M helps our Member Firms with succession planning through the five C’s framework: Consulting, Capital, Coaching…
Sartelle co-founded Houston-based RockBridge Group, an M Member Firm, in 2019. Since entering the industry in 2005, he has specialized in both estate planning and institutional insurance programs.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find a Firm ›. ACCOUNT ACCESS. Member Firm Portal ›. M Benefits Portal ›.…
M Member Firm and M Portland thought leaders bring clarity to complex financial topics through informative articles, white papers, and position pieces. View M Intelligence ›. M Voices.…
M Financial is proud to announce our expanded partnership with Principal Financial Group to enhance our suite of business and individual disability insurance offerings.…
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…
Downey, a longtime principal of Member Firm The Downey Group, Inc. was selected as the inaugural recipient of Finseca’s Peter W. Mullin Visionary Leadership Award.…
Williams & Company, a Member Firm of M Financial Group since 1990.…
He is a past member of the Alabama State Board of Education and Leadership Alabama.…
