What We Do
The M Difference

M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.
Our network of 135+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services. Supported by our Member Firms and carrier partners, we use our collective power to advance our clients' interests.

Leading-edge solutions aligned to the needs of financial professionals and their clients

M Financial is committed to the success of professional advisors served by our Member Firms. We offer industry-leading expertise, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients. 

The power of collective expertise aligned to client needs

M Financial is a collaborative community, bringing together innovative thinking and specialized expertise from leaders in their respective disciplines–including life insurance, wealth planning, executive benefits, retirement services, and investment management. These experts work together to create solutions and deliver outcomes fine-tuned to the needs of HNW individuals and corporations.

The Year in Review

M Financial’s 2021 Year in Review highlights the accomplishments of M and our Member Firms throughout the year. Read the annual report for high-level updates on our business lines, financial performance, and community involvement.

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Annual Report

M Financial’s 2023 Annual Report presents a retrospective of the steps we took over the prior year to drive increased value for our Member Firm community and clients. Read the report for high-level updates on our business lines, financial performance, and how we’re positioned to make even greater strides forward in 2024.

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M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.

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