M Financial is the leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years.
The M Difference
M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.
Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical expertise. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.
Aligned to the needs of CPAs, attorneys, 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 Year In Review
The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.
The Advisor’s Advisor
Only a select group of professionals—focused on high-quality business driven by superior sustainable policy performance, dedicated service, strong underwriting, financial strength, and treatment of existing clients—meet M Financial’s standards. The same careful review is applied to the selection of insurance carriers and other financial service providers and the performance of their products. Because due diligence is the hallmark of M Financial and its Member Firms, the M Community is regularly called an advisor’s advisor. Top legal, accounting, banking, and other financial advisors who guide upscale consumers in their estate and business plans know they can depend on M Financial Group.
The information above does not relate to the provision of investment advisory services.
For more information visit mfin.com.
M Carrier Relationships
Financial Designs Ltd. is independently owned and operated. Financial Designs Ltd. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship