M Financial Group

Firm Profile

With more than 140 Member Firms in 37 states, the United Kingdom, and United Arab Emirates, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Ivana Polonijo, Manager, Retirement Services, ivana.polonijo@mfin.com

Shelley Sievers, Retirement Services Specialist, shelley.sievers@mfin.com

Mark LaMontagne, Senior Business Development Principal, mark.lamontagne@mfin.com


• Micro – (< $1 million) • Small - ($1 million - $10 million) • Mid - ($10 million - $100 million) OPTIONS AVAILABLE
• Retirement Sales Desk Reps
• Business Development Consultants
• Recruiter for Retirement Plan Advisors
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• CRM/Data Aggregation
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• 408(b)(2) – in-house or outsourced

3rd Party Clearing BD: M Holdings Securities, Inc.

55 home office employees supporting the retirement business