M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.
Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical expertise. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.
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.
M Financial is a collaborative community, bringing together innovative thinking and specialized expertise from leaders in their respective disciplines—who work together to create solutions and deliver outcomes fine-tuned to the needs of HNW individuals and corporations.
The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.Year in Review ›