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With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our 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. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

View Top Employees from M Financial Group
Revenue $233 million
Funding $14.9 million
Employees 307 (307 on RocketReach)
Founded 1978
Address 1125 NW Couch St Ste 900, Portland, Oregon 97209, US
Phone (503) 232-6960
Industry Financial Services, Insurance, Wealth Management, Executive Compensation and Benefits, Estate Planning, Investment Management, Business Planning, Charitable Planning, Retirement Planning, Disability Income Protection, Employee Benefits, Long-Term Care Insurance
Web Rank 2 Million
Keywords Sustainable Finance, Financial Planning, Wealth Management Analytics
Competitors Bajaj Capital Ltd, Highland Capital Brokerage, Lion Street, The Impact Partnership, W&S Financial Group Distributors
SIC SIC Code 631 Companies, SIC Code 63 Companies
NAICS NAICS Code 52 Companies, NAICS Code 525 Companies, NAICS Code 5251 Companies, NAICS Code 524 Companies, NAICS Code 5241 Companies

M Financial Group Questions

The M Financial Group annual revenue was $233 million in 2024.

Tamara Kravec is the CFO of M Financial Group.

307 people are employed at M Financial Group.

M Financial Group is based in Portland, Oregon.

The NAICS codes for M Financial Group are [52, 525, 5251, 524, 5241].

The SIC codes for M Financial Group are [631, 63].

Top M Financial Group Employees

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