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M Advisory Group specializes in the design of custom wealth management plans for affluent individuals and families and the development, implementation and administration of corporate benefit programs for entrepreneurs, business owners and key executives of mid-sized businesses. Our array of offerings include investment services, wealth transfer and estate preservation, retirement planning and retirement income distribution planning as well as executive benefits, employee benefits and 401(k) plans for corporations. We have been developing wealth strategies aimed toward securing the futures of our clients and safeguarding the promises we have made for over 50 years in the South Bay and Southern California.

When working with our clients we form personalized 'consulting team's, or Mastermind groups, that include your legal and/or tax advisor, to develop a customized plan based on your goals and objectives.

M Advisory Group is a principal shareholder of M Financial Group, the nation’s most prominent, influential and powerful consortium of select independent investment, insurance and executive benefit firms. We serve the financial needs of highly successful entrepreneurs, businesses, individuals, and families through 120 offices nationwide.

As Seen In... Forbes, March 25, 2013

 


M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.