M Financial Group
M Financial Group is a nationwide organization of independent insurance, investment, and executive benefit firms serving the financial needs of ultra-affluent individuals and Fortune 1000 companies.
Since 1978, M Financial Group has enabled some of the finest financial service professionals to offer specialized strategies and opportunities to their clients - affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies.
Working with an M Member Firm provides the assurance of working with professionals whose interests are aligned with those of their clients and who can provide truly customized approaches for specific client needs.
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United Benefit Advisors (UBA)
UBA (
www.ubabenefits.com) is an alliance of the nation’s premier independent benefit advisory firms. By working collaboratively, UBA members are better positioned to help employers and employees respond more efficiently and effectively to the challenges of an ever-changing employee benefits marketplace. By combining diverse talents, seasoned experience, innovative technologies, and strategic partnerships, UBA Members offer employers exceptional employee benefits advisory services.
In less than five years, UBA has become one of the nation’s five largest employee benefits advisory organizations, with nearly 1,900 experienced benefits professionals located in 165 offices across the United States and Canada. UBA Members provide employee benefits consulting, brokerage services, and best-in-class products to over 36,000 private corporations and public employers. As trusted advisors, UBA Members help their clients manage nearly $16 billion annually in employee benefit expenditures on behalf of over 2.4 million employees and their families.
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