Why M?
Because serving the needs of exceptional clients is our passion, and our only business.

M Financial was founded by financial professionals determined to apply their collective expertise to serving high net worth clients in new and better ways. This culture of innovation has led to an array of exclusive products and services, and a commitment to client advocacy that is unparalleled in the industry.

Our Mission

To inform, inspire, and compel with exceptional financial solutions designed to best help our clients manage risk, create legacies, and achieve their goals.

Delivering Client Value in 4 Key Ways:

• Client Advocacy
  We fully align ourselves with the interests of clients, putting the needs and goals of our clients first by reinsuring our products and treating all relations as persistent, long-term commitments.
• Collaborative Mindset
  We work with the best minds in the financial services industry. Our Member Firms, partners, and support teams collaborate on life insurance, wealth management, and executive benefit solutions for our clients.
• Culture of Innovation
  We exist expressly to provide innovative solutions and thought leadership that challenge the status quo, including powerful data and digital tools that enable Member Firms to work more efficiently and deliver superior client experiences.
• Exclusive Capabilities
  We offer access to exclusive products and services tailored to the needs of HNW individuals, executives, and business owners—providing value and excellence unparalleled in the industry for more than 40 years.

What We Do

The M Difference
M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.

Our network of 140+ Member Firms delivers expert advice and guidance to high net worth clients who need complex insurance and financial planning services. Supported by our Member Firms and carrier partners, we use our collective power to advance our clients’ interests.

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.

The Power of Collective Epertise Aligned to Client Needs
M Financial is a collaborative community, bringing together innovative thinking and specialized expertise from leaders in their respective disciplines–including life insurance, wealth planning, executive benefits, retirement services, and investment management. These experts work together to create solutions and deliver outcomes fine-tuned to the needs of HNW individuals and corporations.

Who We Are

Leaders and Advocates
M is a community of insurance and financial planning experts who work collaboratively to advance their clients’ interests. We’re a powerful force in executive benefits, insurance solutions, and wealth planning. M is committed to advancing the interests of our industry, our communities, and our clients.

Our People are Our Superpower
The strength of M’s solutions is rooted in the expertise of our team. We insist on diverse, best-in-field talent for every position, encourage collaboration at every level, and provide comprehensive support so that every team member can thrive.

Join our team. We’re looking for extraordinary people.

Experts Wanted

M is looking for extraordinary people, and the benefits are significant. Collaborate with the best minds in the industry. Enjoy the camaraderie of a small-company vibe while working with Fortune 500 leaders. Expand your skills with leading-edge resources and technology. Make a difference for clients and our community.

Best of all, you get to be yourself. The whole you. Because the things that make our team members unique are what make M Financial a special place to grow your career.

Corporate Careers
Our company is innovative because our people are. We fuel that innovation with professional development opportunities, uncommonly good benefits, and a continually collaborative work environment. Ready for the next step in your career? Search our open positions and find the role where you will thrive.

Outside Our Walls
M is proud to leverage our strength to support the communities we work in. From our participation in the Big Brothers Big Sisters Beyond School Walls program to frequent employee-led community activities, we encourage involvement and provide volunteer PTO so our team members have the flexibility to engage in the activities that matter most to them.