M Financial Group

Firm Profile

With more than 145 Member Firms in 36 states, and the United Kingdom, 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.

Micro (< $1 million), Small ($1 million – $10 million), Mid ($10 million – $100 million)


  • Preferred Provider Program
  • Retirement Sales Desk Representative
  • 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 Declaration 3(21)/3(38)
  • Custom Risk Based/Target Date Models
  • Plan Design Consulting

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

Home Office Employees Supporting the Business: 30