About M Financial
Strategic Advisor Group continues a 20-plus year relationship history as a Member Firm of M Financial Group, one of the nation’s premier financial services companies.
M Financial Group was founded in 1978 on the revolutionary idea that each firm’s success could best be achieved through collective efforts by offering a broad range of insurance, investment and executive benefit solutions designed to help their clients meet their financial goals. Member firms are located in all major U.S. cities, which gives you access to intellectual capital and relationships nationwide.
As an M Member Firm, we have access to: the resources of a leading financial services organization comprised of firms that are independently owned and operated that are carefully chosen from among the elite leaders in the industry and act as a resource for one another to deal with complex planning and client servicing issues. M Financial has also developed a portfolio of proprietary insurance products designed and priced specifically for affluent and corporate clients using M’s superior mortality, persistency, policy size and expense experience.