M Financial is a network of 135+ Member Firms connected by deep insurance and financial planning expertise. Our innovative thinkers create tailored solutions in life insurance, wealth management, and executive benefits fine-tuned to the needs of HNW and corporate clients.
Financial institutions and membership organizations partner with M for superior solutions and services.
M partners with industry-leading life insurance carriers to drive product innovation and deliver superior client service.
M members are active in professional advocacy organizations and collaborate with premier research groups on clients’ behalf.
Attorneys, tax professionals, family offices, and other professionals seek out M Member Firm expertise.
M helps HNW individuals, families, and business owners manage risk, create legacies, and achieve their goals.
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.
