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The M Financial Group

Benefit Funding


ESOP companies need creative, tax-efficient funding strategies. The M Financial Group is a member-owned, national buyer's consortium specializing in providing proprietary insurance funding products for the corporate marketplace.

As part of M Financial, Ownership Advisors offers clients unique access to major financial institutions. By leveraging our buying power through M Financial, we have created products with institutional pricing to match the needs of corporate America.

M Financial firms have broad experience in the design, implementation and service of sophisticated executive benefit programs covering many of the nation's Fortune 500 companies. We have combined our experience in non-qualified benefit plans with the unique needs of employee-owned companies to yield truly comprehensive planning. We recognize the special problems ESOP trustees and fiduciaries face when making planning decisions. And above all, we believe in a team approach to creating effective long-term strategies.

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