M Financial

Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 125 independent firms, all dedicated to serving high net worth individuals and growth companies.

Our resources and knowledge allow us to create customized financial solutions while providing personal attention. As a Member Firm of M Financial Group, Thomas Financial strives to deliver a significant added value gained from a dynamic business relationship that unites expertise, innovation and service with products designed to help meet the needs of the affluent and corporate markets.

Member Firms of M Financial Group represent some of the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining firmly rooted in their communities. When you enter into a relationship with Thomas Financial, we trust you will benefit from an adviser who is focused on you while drawing upon the resources of a national network.

Proprietary products

Successful growers pick the best of the crop. Some products are more fruitful than others - and M Financial identifies and cultivates the best.

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Carrier relationships

A dynamic, data-sharing relationship with some of the world’s premier insurance Carriers and investment firms can yield vital tangible advantages.

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M Funds

We never stop offering clients the broadest investment choice: M Funds provide a wide array of portfolio growth.

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M Securities

As with all our M Financial initiatives, M Securities equips our clients with strength in numbers and access to high quality specialists.

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M Wealth

Wealth management achieves its potential when harnessed to aggregated investment power – releasing the benefits of purpose-designed financial products.

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