M Financial Group

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.

With more than 145 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.