M Financial

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.

Frequently Asked Questions

  • What is a broker-dealer relationship?

    A Broker Dealer is a firm that buys and sells securities and the entity in which investors hold a brokerage account. Broker dealers are the infrastructure that facilitate securities trading for financial advises on behalf of their clients. They also help ensure correct functioning of securities markets. Strategic Wealth Advisors, as an M Member Firm, completed its transition to M Financial's Broker Dealer, M Holdings Securities, Inc. effective April 15th, 2016.
  • Why did we decide to partner with M Financial?

    Our new partnership with M Financial enhances our ability to deliver tailored, and in some cases, proprietary solutions to our clients as well as aligning with our focus of advocating for the individuals and families we serve. M Financial is a full service, market-leading Broker Dealer, offering an exceptionally high level of dedicated service, while offering access to an extensive array of investment and insurance offerings. For more information about M Financial, please visit www.mfin.com
  • What happens to my account(s) during a broker dealer transition?

    To facilitate the transfer of your account(s), clients will need to review their transition packet which includes broker dealer change transition forms. This transition to M Financial will have no impact on your account holdings. Online access will not be available during your transition. If you have any questions don't hesitate to give us a call.
  • How long will the transition process take?

    Upon receipt of your signed transition packet, the process may take approximately 2 weeks.
  • Will the office location and phone number change?

    No, our office location and phone number will remain the same. Strategic Wealth Advisors will remain independently owned and operated. If at any time you have any questions, please do not hesitate to contact us. Strategic Wealth Advisors 600 Sunland Park Dr. Building 1, Suite 100 El Paso, Texas 79912 Phone Number: 915-532-8885 Fax Number: 915-842-9532
  • As a client, what do I do next?

    Feel free to call us to request an appointment or simply stop by our office at anytime Monday through Friday from 8:30 am to 5:00 pm. to review your transition kit. You can also request your transition kit be emailed, faxed, mailed or hand delivered to you.
  • If I request my transition kit via email, how Secure is my Information?

    We can email your transition kit via Sharefile, a secure file sharing platform with AES 256-bit encryption and SSL/TLS protocols in order to keep your information protected. Once received, please print, review all forms within your transition kit, sign where applicable and return to us uploading the signed documents into your Sharefile account. You can also send back your transition kit via mail, fax, we can coordinate having the kit picked up or you may also drop off your transition kit in person to our office.