Founded in 1978, M Financial Group is a financial services design and distribution company. It operates as an exclusive network (or "producer group") of over 130 independent member firms. The company's core mission is to leverage the collective buying power and expertise of its members to create proprietary life insurance, investment, and executive benefit solutions tailored for the ultra-affluent and corporate markets. This model gives its member firms access to uniquely designed products and favorable pricing that are not typically available in the retail market, allowing them to provide sophisticated wealth transfer, executive benefits, and business planning strategies to their clients.

Founded in

United States