How We Serve You
The M Difference
M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.
Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical knowledge. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.
Aligned to the needs of CPAs, attorneys, financial professionals and their clients
M Financial is committed to the success of professional advisors served by our Member Firms. We offer industry-leading experience, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients.
The Year In Review
The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.