We are pleased to announce that Strategic Wealth Advisors is now a Member Firm of M Financial Group, one of the nation’s leading financial services design and distribution companies. This exciting partnership enhances our ability to deliver tailored solutions to our clients and aligns with our focus on advocating for the individuals and families we serve.
M Financial was founded in 1978 on the revolutionary concept that individual success is best achieved through collective efforts. Today, more than 140 independent Member Firms—like Strategic Wealth Advisors—share ideas and expertise to help each other develop our businesses, cultivate our capabilities, and most of all, better serve our clients. Through M Financial’s unique relationships with several carriers, we now have access to a wide selection of investment and insurance products, including a number of market segmented proprietary offerings available exclusively to M Member Firm clients. For additional information on M Financial, please visit www.mfin.com.
While we have the support of M Financial and our fellow Member Firms, Strategic Wealth Advisors continues to be an independent firm, free to offer the services and select the products that help effectively meet your financial objectives. In many ways, joining M Financial gives us the best of both worlds—access to the resources of a large network of premier financial services firms while maintaining the independence to continue serving you the way we have throughout our history.
As an M Member Firm, we will transition to M Financial’s exclusive, wholly-owned and market-leading Broker/Dealer, M Holdings Securities, Inc. (M Securities). Please note that this transition will have no impact on your account holdings or the service you have come to expect from our firm.
We value the trust you have placed in us and look forward to sharing with you the many advantages Strategic Wealth Advisors can now provide our clients as part of the M Community. If you have any questions, please do not hesitate to contact us.