A complete list of active advisors currently associated with M Financial Asset Management, Inc.
Warmer can help you find a great advisor at M Financial Asset Management, Inc. or one who fits your needs even better.
M Financial Asset Management, Inc. (M Wealth) provides investment advisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, corporations and charitable organizations through a nationwide network of Financial Professionals and Member Firms. Its services include discretionary portfolio management, model management, and sponsorship of a wrap‑fee Managed Portfolio Program that offers multiple risk‑based model portfolios. M Wealth emphasizes diversified, risk‑based asset allocation using mutual funds, ETFs, selected individual securities and third‑party managers, with regular rebalancing and ongoing model monitoring. The firm operates both as a sub‑advisor to member RIAs and as a direct portfolio manager, uses Envestnet as a platform provider to implement model trades, and provides quarterly performance reporting and online account access to clients. The firm is notable for its combination of scale and structure: it manages roughly $1.23 billion with a four‑advisor team and nearly 1,000 client relationships, resulting in an unusually high client count and AUM per advisor. Its brochure highlights several features that are less common among peers — affiliations with broker‑dealers and affiliated RIAs, sponsorship of a wrap program, the provision of time‑weighted performance reporting for models, and routine educational events and newsletters delivered through custodial and platform relationships — while the firm’s materials focus primarily on investment management rather than standalone financial planning.
To learn more about the advisors currently working at M Financial Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse M Financial Asset Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 11
| |
Portland, OR
| 20
| |
Portland, OR
| 8
|
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