About M Financial
Who is M Financial Group?
Navon Wealth is proud to be a member of the very exclusive M Financial Group. M Financial is the nation’s leading financial service design & distribution companies serving High Net Worth individuals, entrepreneurs, executives and employers. Clients rely on M’s Member Firms for independent/objective advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M Firms for over 40 years.
The M Difference
M Financial Group is one of the nation’s premier financial services distribution companies serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of the Nation’s most successful and innovative independent financial services firms, like Navon Wealth. Membership to M Financial is by invitation only with an exceptionally high bar for consideration. Collectively, M Financial Group manages over $200 billion in insurance coverage with over $46 billion in cash value. M Financial has over 140 Member Firms globally and uses proprietary arrangements to deliver differentiated pricing advantages to its clients.
The M Financial network of independent Member Firms, supported by M’s corporate office and its partners, use their collective power to advance our clients’ interests. Our offerings include innovative solutions, deep technical expertise to solve the toughest challenges our clients face and products only available through an M Financial Member Firm like Navon.
Specifically for M’s exclusive insurance products, this is accomplished in part because of M Financial’s 40+ year’s experience in the ultra-high net worth space. The collective power of M Member Firms translates to products that offer differentiated pricing for its clients. Most insurance agents are not aware of these exclusive products and M’s advantage. These exclusive products offer differentiated pricing as well as performance for M’s clients.
The M Financial network of independent Member Firms, supported by M’s corporate office and its partners, use their collective power to advance our clients’ interests. Our offerings include innovative solutions, deep technical expertise to solve the toughest challenges our clients face and products only available through an M Financial Member Firm like Navon.
Specifically for M’s exclusive insurance products, this is accomplished in part because of M Financial’s 40+ year’s experience in the ultra-high net worth space. The collective power of M Member Firms translates to products that offer differentiated pricing for its clients. Most insurance agents are not aware of these exclusive products and M’s advantage. These exclusive products offer differentiated pricing as well as performance for M’s clients.
Aligned to the needs of CPA’s, attorneys, financial professionals and their clients
M Financial Member Firms like Navon are committed to the success of professional advisors with whom we work and collaborate. We offer industry-leading expertise, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients. So in the end, all the professionals and advisors working with our clients are working together for their benefit of our clients.