A Passion for Distinction
M Financial Group was founded on the principle that “off-the-shelf” products often do not meet the needs of ultra-affluent and corporate clients. Since 1978, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to develop innovative products with features and flexible options that complement the needs and objectives of Member Firm clients.
Proprietary products are a natural fit for M Financial. Together, we apply industry best practices, have a strong entrepreneurial spirit, and consistently distinguish ourselves from the competition. We are creative and innovative, and are always looking for better ways to help Member Firms achieve their clients’ goals. A number of factors drive M Financial’s success with proprietary products, including: