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.