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We welcome the opportunity to explore new relationships with firms that share our core values.…
“We are really excited to launch our Back Office Solutions, powered by M; it’s focused on everything that helps a firm succeed,” said Brooke Zrno Grisham, SVP, Member Firm Services.…
Member Firms. Member Firms: Setting the standard for excellence, ethics, and client advocacy. M Financial is owned by its Member Firms.…
M Member Firm Principals Named 2024 Forbes | SHOOK Research Top Financial Security Professionals. ‹ Back to Newsroom. July 10, 2024.…
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 Financial Group Welcomes Member Firm Principals and Trusted Advisors to NAC 2025. ‹ Back to Newsroom. May 1, 2025.…
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.…
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.…
More than 480 members of the M Community, including principals, marketers, and members of the M Team, as well as representatives of M’s carrier and strategic partners, attended Marketing Meeting 2025.…
OUR NETWORK. Strategic Partners. Partner with the experts.…
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.…
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.…
As one of M’s Founders, a Principal of the highly successful Member Firm CMS Companies, a longtime MFH Board member, and a participant on a variety of M committees, Mark was a driving force behind M’s…
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.…
M Team members in the Portland area are invited to attend, along with their families and personal guests. Children of all ages are welcome!…
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 140 Member Firms across the U.S. and U.K.…
Our solutions. M Securities. Full-service offerings for independent financial professionals.…
Our thoughts are especially with our Member Firms, clients, colleagues, family, and friends who have loved ones in the affected areas.…
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.…
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…
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 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…
Over 500 attendees from M Member Firms, M Financial, and industry partners convened October 20–23 at the J.W.…
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.…
OUR SOLUTIONS. Platforms. Bringing digital transformation to the life insurance experience.…
We’re looking for entrepreneurial individuals to join our network of M Member Firms.…
OUR NETWORK. Industry-Leading Collaborators. Committed to advancing client interests. Client advocacy and thought leadership are central tenets of M Financial.…
The M Financial brand reflects our focus on providing an exceptional client experience, our entrepreneurial spirit, and our commitment to transforming the life insurance industry. Look & Feel.…
See the latest M Financial announcements and articles about our company. Show More Articles ›. No items found.…
OUR sOLUTIONS. Products. Unmatched portfolio of products for high net worth clients.…
Our Solutions. M Benefits. M Wealth. M Securities. M Funds. Our Network. Careers. RESOURCES. M Insights. Newsroom. WORK WITH US. Find a Firm. Become a Firm. CONNECT. Contact Us. Portland.…
Our Mission. To help our Member Firms succeed, thrive, and realize their full potential. Delivering Client Value in 4 Key Ways. Client Advocacy.…
“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.…
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 of 140+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services.…
OUR NETWORK. Individuals. Expert guidance for complex financial needs.…
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.…
As a founding member of.…
“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…
John Hancock’s commitment to developing competitive product solutions exclusively for M Member Firms, going back to the 1996 launch of John Hancock Majestic, remains a powerful component of M’s market…
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 Financial’s 2023 Annual Report presents a retrospective of the steps we took to drive increased value for our Member Firm community and clients.…
Our program provides a blueprint to your entrepreneurial independence.…
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 services and capabilities. BOLI Primer. – the “ABCs” of BOLI. BOLIPro. – Our proprietary administrative website.…
According to Lucy, “This allows us to help our participants to gain the deeper understanding and develop the strengths they’ll need to succeed in our market.…
