About M Financial

Who is M Financial Group?

Navon Wealth Advisors 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 Member Firms bring together the best minds in the industry to deliver an exceptional experience for our clients.

The M network of independent Member Firms, supported by M Financial’s corporate office and our partners, use their collective power to advance client interests with innovative solutions and deep technical expertise, independent thought leadership, client advocacy & exclusive products found only through M Member Firms. A culture of excellence, collaboration, and risk sharing. That’s the M difference. And is why M & Navon bring the very best solutions for our clients.

Specifically for insurance products, these products are only available through M Financial Group Member Firms; most insurance agents do not know they exist. The collective purchasing power of M Member Firms like Navon plus our client’s larger average policy size, lower lapse rates, and better mortality experience make it all possible. We are pleased to provide our clients with these differentiated life insurance products through our membership in M Financial Group.

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.

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