Our Partners

With more than 145 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s 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.

In 2015, we joined M Financial Group, one of the nation’s leading financial services design and distribution companies. As one of the independent M Financial Member Firms, we are powered by a network of leading financial services teams; one highly regarded in the wealth transfer, executive benefits, and wealth management markets.

With their relationships, buying power, and client data, M Financial has the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. M Financial applies industry best practices, has a strong entrepreneurial spirit, and consistently distinguishes itself from the competition.

Osaic, formerly known as Advisor Group, is one of the largest networks of independent wealth management firms in the U.S., supporting over 11,000 financial professionals. Rebranded in 2023, Osaic combines a legacy of growth and innovation with a future-focused approach. Its mission is to empower financial advisors by providing advanced technology, a unified platform, and streamlined operations, enabling them to focus on delivering personalized client solutions. Osaic’s structure fosters better connections, compliance consistency, and business continuity support, all while remaining committed to diversity and inclusion.

BNY Pershing simplifies business for advisors by offering direct access to management, a wide range of products, SEC-Registered Investment Advisory platforms, and a respected clearing firm. With state-of-the-art technology, low fees, and high payouts, they provide the flexibility, support, and resources needed to grow an independent practice. Their dual registration allows advisors to tailor their business models to fit client needs, ensuring a smooth transition for both advisors and clients.