M Financial was founded in 1978 on the principle that “off-the-shelf” products don’t adequately meet the needs of the ultra-affluent and corporate markets. Since its founding, M Financial has worked closely with a number of the nation’s most important insurance carriers and investment firms to pioneer some of the industry’s most innovative product & services. These solutions are available exclusively to the clients of M Member Firms nationally and around the globe.

M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a substantial percentage of the business Member Firms write. M Financial Re aligns the interests of producers and carriers for quality business which has resulted in proprietary products and carrier services.