Because we have always been independently owned and operated, our relationships center around you, understanding your unique needs and providing the expertise to meet those needs. We take the time to comprehend your unique goals before making any recommendations. Our process includes using the Mastermind Group approach to work with you and your professional advisors to design, implement and administer customized, results-driven solutions to meet those goals.
Unlike the typical warehouse or brokerage firm with in-house products and services, we are able to provide you with objective guidance on which financial strategy will best suit your needs. And as a member firm of M Financial Group, a national consortium of more than 125 independent firms, we have the strength and recognition to negotiate with nationally known providers for exclusive products and to participate in the best practices of our profession.
South Bay Community
We live, work, and invest in the local community. Most of our employees are long time residents of the greater South Bay, and most actively participate in local charities and the business community. Our dedication to the community enhances our accountability and allows us to be directly accessible to our clients.
Expertise
Our professionals bring proven expertise to every client relationship, and hold all relevant licenses and certifications such as CFP®, ChFC, CLU, CPA, etc.
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.