A complete list of active advisors currently associated with M2 Financial LLC

Warmer can help you find a great advisor at M2 Financial LLC or one who fits your needs even better.

M2 Financial LLC provides ongoing discretionary portfolio management and fee‑based financial planning to individuals (including high‑net‑worth clients) and charitable organizations, managing roughly $84.1 million in discretionary client assets. Services include preparing individualized Investment Policy Statements, continuous portfolio monitoring, and access to model portfolios and sub‑advisory programs through a third‑party manager. The firm implements client strategies using documented investment policies and discretionary trading authority, drawing on methods such as fundamental and quantitative analysis, modern portfolio theory, and technical/charting approaches. Portfolios may include mutual funds, ETFs, equities, and fixed income, and M2 Financial employs both long‑ and short‑term trading techniques — including short sales, margin use, and options trading (covered, uncovered, and spread strategies) — with at least quarterly account reviews. Noteworthy for a team firm, M2 Financial explicitly uses options and other derivatives strategies within client accounts, a practice that is relatively uncommon among peers. The firm also relies on sub‑advisory/model programs to implement strategies and discloses affiliated insurance businesses whose representatives may receive commissions for insurance sales, with conflicts disclosed and clients free to choose other providers.

To learn more about the advisors currently working at M2 Financial LLC, 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.