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To achieve your financial success, key elements of your wealth strategy most likely included discipline, experience, and foresight. By integrating these characteristics in your unique way, your assets have grown in size and complexity. Do not settle for rubber-stamp problems and solutions. Our advisors understand and design solutions that respond to both your objectives and preferences.

For almost 50 years, M Advisory Group has provided individuals and families with a level of financial expertise and service that makes us a valued and trusted partner. We specialize in helping you ensure your capital achieves your objectives.

Our Private Client Services include:


M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.