M Group believes in old fashioned values, where a handshake is a person’s word and where face to face service is a regular event.
M Group was birthed out of the need for a full service RIA firm that would allow the Investment Advisor Representative the flexibility and freedom to do what is right for each client. The advisor should have the right to control asset allocation and management selection and not be forced to give up that right to become independent. Our goal is to provide each advisor the tools and knowledge in the investment world so they can focus on and provide quality products and services to all of their clients.
At M Group, we strive to decipher the complexities of the financial environment for each clients by providing proactive, courteous service at the highest level. Our clients receive trustworthy, dependable advice with an emphasis on education and transparency. As independent advisors, we offer objective, customized portfolio design and management.