M Financial Group

M is the leading life insurance distribution, service, and product organization serving High Net Worth Individuals, Executives and Employers. M is the largest U.S. producer of annual life premium for a non-carrier distributor.

The M Difference

CLIENT ADVOCACY – Client needs always come first and M aligns all the resources to serve them. That means, unlike other companies, M shares the financial risk by reinsuring its exclusive products.

COLLABORATIVE MINDSET – M harnesses the best minds in the business — employees, member firm professionals, carriers and industry partners — and bring their collective experience to developing client solutions.

EXCLUSIVE CAPABILITIES – No other company offers as many exclusive products and services tailored to the specific needs of HNW individuals, executives, and business owners as M Financial.

CULTURE OF INNOVATION – M was founded by four industry visionaries who believed off-the-shelf solutions did not meet the needs of HNW clients. Their commitment to innovation still drives M’s culture today.

Wellspring, supported by M Financial Portland and M’s carrier partners, use our collective power to advance client interests with innovative solutions and deep technical experience.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

Wellspring Insurance Network dba Wellspring Global Insurance Solutions is a Provisional Member of M Financial Group. Please go to mfin.com/disclosure for further details regarding this relationship.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Check the background of your financial professional on FINRA’s BrokerCheck.. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

CA Insurance License # 0K53471

File # 4942293.1