M Advisory Group Information

Since 1962, M Advisory Group has been helping secure futures and safeguarding promises for individuals, families and closely held companies. Because we have always been independently owned and operated, our relationships center around you, understanding your unique needs and providing the expertise to meet those needs. M Advisory Group is a member of M Financial Group, a national consortium of more than 145 upper echelon independent firms. We were founded in 1978 on the belief that insurance and wealth management for affluent individuals and families, and their closely-held companies, should be approached through a unique lens and offered on an exclusive basis. We are emphatic that insurance is most effective when implemented inside of a planning wrapper. In some scenarios, we’re introduced by a fellow advisor who has already developed the planning. In other scenarios, we initiate the process and do the planning together with the client’s longstanding advisors. Our firm motto, "Harvest your genius." speaks to our belief that planning has the power to be transformational, not simply transactional. In our experience, high-impact individuals and affluent families bring a core sense of genius to their success in career and business. Great planning harvests that genius as the DNA of the plan itself. And great insurance harvests the genius of great planning. Let's connect about your life & financial goals and your plan to get there!