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M Member Firm principals and producers and members of the M Team traveled to Washington, D.C. in March to attend Finseca's 2023 Advanced Markets conference and meet with congressional lawmakers.…
We welcome the opportunity to explore new relationships with firms that share our core values.…
OUR NETWORK. Strategic Partners. Partner with the experts.…
“This is the first time that we have come into a partnership where we are supporting the economic empowerment of our own members, including our younger members with the Magnet Program, and also for our…
Our Network. The power of collective expertise aligned to client needs. M Financial is a network of 135+ Member Firms connected by deep insurance and financial planning expertise.…
As the 2019 school year transitions into summer, the M Community celebrates our deepening ties to Big Brothers Big Sisters (BBBS).…
Using our strength to support our communities. M Financial Group and our Member Firms are committed to enriching and sustaining financial health within our local communities.…
At the invitation of M’s Women’s ForuM, M Financial Board Member Joe White spoke about effective mentorship and sponsoring with the M team.…
Participating companies include M Member Firms Cornerstone Advisors, NLEC, Rose Glen, and Winged Keel Group, as well as M’s partner insurance carriers Prudential, Nationwide Financial, Pacific Life, and…
After thanking Member Firms who responded to M’s survey about philanthropy efforts, Wes shared that M chose the 2019 winners based on their engagement with their local communities.…
AALU’s mission is to advocate of behalf of its members, who provide financial and retirement security to the American people. Armstrong Robinson - AALU + GAMA.…
The event brought together private placement life insurance (PPLI) thought leaders for insights into PPLI client conversation-starters, best practices, and to hear success stories from M Member Firms well…
In partnership with Mark's family, we are honoring our legendary co-founder with an online memorial site where we can share memories, stories, photos, and videos of him.…
Experienced M Financial Member Firm principals and producers and members of the M Team gathered in Chicago and Dallas for learning and connection at M Connect, a new specialty event designed to expand…
“The progression from the portraits of our founders to the national footprint of our Member Firms and timeline of key moments in our history inspires appreciation for where M Financial came from and inspiration…
M Member Firm Financial Professionals Named to Forbes 2022 Top Financial Security Professionals List. ‹ Back to Newsroom. July 28, 2022. For Immediate Release.…
Kevin provides consulting and technical support to clients, prospects and team members, including the design and maintenance of a robust internal training program for his M Benefit colleagues.…
M Member Firm Principals Named 2024 Forbes | SHOOK Research Top Financial Security Professionals.…
Because the things that make our team members unique are what make M Financial a special place to grow your career. Browse Opportunities ›. Working at M.…
Ella will discuss tactical tools to improve advisor relationships with clients and their family members so that advisors can “stick with the family,” and she’ll address and debunk common assumptions about…
Member Firms. Member Firms: Setting the standard for excellence, ethics, and client advocacy. M Financial is owned by its Member Firms.…
M Team members in the Portland area are invited to attend, along with their families and personal guests. Children of all ages are welcome!…
OUr solutions. M Funds. Four exclusive funds, endless possibilities. M Fund, Inc.…
M Licenses FAST Software to Enable New Digital Ecosystem for Member Firms. ‹ Back to Newsroom. April 28, 2020. M Licenses FAST Software to Enable New Digital Ecosystem for Member Firms.…
M Member Firm Principals Named 2023 Forbes/SHOOK Research Top Financial Security Professionals.…
VP, Head of Member Firm Development. Andy’s principal focus is to understand and solve for Member Firm needs.…
In partnership with Peter’s family and close colleagues, we are honoring our legendary co-founder with an online memorial site where we can share memories, stories, photos, and videos of him.…
Our Mission. To help our Member Firms succeed, thrive, and realize their full potential. Delivering Client Value in 4 Key Ways. Client Advocacy.…
Member Firms. Independent minds. Collaborative mindset. OUR Member Firms ›. OVERVIEW OF M. How We Serve. How We Operate. M & Member Firms. Superior resources.…
Our network of 135+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services.…
OUR NETWORK. Professionals. Resources to deepen client relationships.…
OUR NETWORK. Individuals. Expert guidance for complex financial needs.…
Eden is a partner and shareholder at Nease, Lagana, Eden & Culley, an M Financial Group Member Firm.…
Connecting in our communities. Advocacy extends beyond our offices. With over 135 Member Firms across the U.S. and U.K.…
The content will be topical, differentiated, and authoritatively written in collaboration with our M Member Firms experts.…
OUR SOLUTIONS. M VISION. We created M Vision, our proprietary brand, to design and offer M clients the most exclusive products, tailored specifically to their needs.…
Coupled with our operations and compliance support teams, this enables Member Firms to meet their clients’ unique needs while still maintaining independence in how they structure and build their investment…
Mark McCullough is the founder and President of Boulevard Financial, an independent life insurance and executive benefits consulting firm and an M Financial Group Member Firm.…
“I’m excited that M Financial and our Member Firms are on the forefront of healthcare innovation by offering our clients a true breakthrough in cancer detection science,” said Andy Graves, M’s VP, Head…
M Financial Group congratulates the 13 Member Firm professionals who were named in Forbes’ first-ever ranking of. America’s Top Financial Security Professionals.…
Greenberg, CLU, AEP, MRFC, is a founding partner of Greenberg & Rapp Financial Group, an M Financial Group Member Firm since 2004 and a leading insurance and wealth management firm within M.…
And importantly, M Marketing Meeting 2023: Our Difference Is Our Strength was a time to connect as friends and colleagues united in a spirit of growth and optimism for the future.…
OUR NETWORK. Carriers. Carrier relationships drive stronger solutions and service.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below. Reset. Reset.…
M Financial’s 2023 Annual Report presents a retrospective of the steps we took to drive increased value for our Member Firm community and clients.…
OUR SOLUTIONS. Platforms. Bringing digital transformation to the life insurance experience.…
OUR SOLUTIONS. Services. A comprehensive suite of services.…
OUR sOLUTIONS. Products. Unmatched portfolio of products for high net worth clients.…
M is committed to advancing the interests of our industry, our communities, and our clients. A Tradition of Innovation. M Financial Group founded as a collaborative network. of independent firms.…
with our core values.…
Mingolelli, Jr. is a Principal of Winged Keel Group and member of its Executive Management Committee.…
Our Solutions. Leading-edge solutions aligned to the needs of financial professionals and their clients.…
Innovation is in our DNA, and with Magnet, you will continue this important tradition of advocating for our clients. Search Magnet Jobs ›. Exclusive products.…
Morgan Scott, VP of Advanced Planning & Design, and Jeff Bear, VP of Member Firm Recruiting, represented M Financial at the meeting.…
Brooke Zrno Grisham has joined M Financial Group as Vice President of M Member Firm Development.…
See the latest M Financial announcements and articles about our company. Show More Articles ›. No items found.…
We’re looking for entrepreneurial individuals to join our network of M Member Firms.…
Kedra’s a core member of the Financial Institutions and Social Impact practices and serves as the Chicago office lead for the firm’s Diversity Cadre.…
