M Financial Group

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. As a member firm of M Financial Group, a national consortium of more than 140 independent firms, we have the strength and recognition to negotiate with nationally known providers and to participate in the best practices of our profession.

M Financial Group ownership equips us with the critical mass and negotiating power to provide our clients:

  • Unbiased due care and client advocacy
  • Proprietary products
  • Exclusivity
  • Preferred pricing
  • State of the art technologies and administration systems
  • Local expertise with a nationwide presence