M Financial was founded by financial professionals determined to apply their collective expertise to serving high net worth clients in new and better ways. This culture of innovation has led to an array of exclusive products and services, and a commitment to client advocacy that is unparalleled in the industry.
To inform, inspire, and compel with exceptional financial solutions designed to best help our clients manage risk, create legacies, and achieve their goals.
We fully align ourselves with the interests of clients, putting the needs and goals of our clients first by reinsuring our products and treating all relations as persistent, long-term commitments.
We work with the best minds in the financial services industry. Our Member Firms, partners, and support teams collaborate on life insurance, wealth management, and executive benefit solutions for our clients.
We exist expressly to provide innovative solutions and thought leadership that challenge the status quo, including powerful data and digital tools that enable Member Firms to work more efficiently and deliver superior client experiences.
We offer access to exclusive products and services tailored to the needs of HNW individuals, executives, and business owners—providing value and excellence unparalleled in the industry for more than 40 years.
M Financial is owned by over 135 Member Firms. Independent yet collaborative, they leverage the strength of the entire M community—from thought leadership and buying power to reinsurance and digital platforms—to ensure a superior client experience.
Advocacy extends beyond our offices. With over 135 Member Firms across the U.S. and U.K., M is deeply embedded in the diverse communities we serve and the organizations we work with.