Morgan Advisory Group

Morgan Advisory Group was founded on the philosophy of providing unbiased and independent insurance advice to high net worth families, private corporations, family offices and their advisors. Our core competency is life insurance. Our business model, which includes our private underwriting process and our depth of knowledge, allows our firm to focus on the best interests of our clients and to create solutions that are driven by them.

M Financial is the leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services-and the exceptional service that has distinguished M for over 40 years.

M Financial Group has strategic alliances with a select group of major insurance companies chosen for their financial strength, product performance, management accessibility and capabilities, dedication to the affluent market, and willingness to commit substantial resources to servicing the unique client needs of Member Firms.

Affluent families, family offices and their related businesses rely on specialists to manage their investment portfolios. But how many neglect the professional oversight of what may also represent a sizeable portion of the estate, their trust and company owned life insurance policies? When properly structured and maintained, life insurance can be one of the most tax-efficient ways to preserve and transfer wealth to new generations; but like any sophisticated financial planning tool, life insurance requires a specific expertise and due diligence to be successfully managed.