Why M?
Because serving the needs of exceptional clients is our passion, and our only business

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.

Our Mission

To inform, inspire, and compel with exceptional financial solutions designed to best help our clients manage risk, create legacies, and achieve their goals.

Delivering Client Value in 4 Key Ways

Client Advocacy

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.

Collaborative Mindset

We work with the best minds in the industry—our Member Firms, partners, and support teams collaborate on solutions that bring our collective expertise to clients.

Culture of Innovation

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.

Exclusive Capabilities

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.

What We Do

M delivers superior experiences through personalized expertise, client advocacy, exclusive products, support, and risk sharing.

What We Do ›
Who We Are

M brings together the best minds to advance the interests of our industry, our communities, and our clients.

Who We Are ›

Member Firms: Collaborating on superior client solutions

M Financial is owned by over 140 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.

Member Firms ›

Connecting in our communities

Advocacy extends beyond our offices. With over 140 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.

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