This business wants people who already have money to dial "M" for more. M Financial Holdings, which does business as M Financial Group, is an association of more than 140 financial services companies. Group members, which are spread throughout the US, offer expertise in charitable planning, investment advice, employee benefits, executive compensation and benefits, estate planning, and overall wealth management services geared toward ultra-wealthy individuals and leading business enterprises. M Financial Group provides product design, marketing, and securities-related services to its members, which deal directly with customers. M Financial Group is owned by its members.
Get in Touch with 12 Contacts
Jacob BostonChief Technology Officer
Bridget FenesyChief Compliance Officer
Valerie PimentaVice President And Chief Operating Officer