M Financial Group

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.

Website: mfin.com

Employees: 250 - 499

HQ: 800-656-6960

Location: Portland, OR, US

Revenue: 20 - 50 Million

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 Financial Services Financial Advisory Services Financial Analytics Research Finance

M Financial Group Technologies

Marketing Automation

Marketo

Customer Relationship Management

Salesforce

Email Marketing

Constant Contact

Other

Microsoft Office 365

Hosting

DigitalOcean

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