About Us

BryanMark Financial Group was founded with the mission of providing sophisticated wealth transfer solutions to affluent and ultra-affluent clientele.

To support our commitment to this mission, BryanMark has assembled an experienced team of talented legal, tax and financial professionals to help ensure that each BryanMark client receives the highest level of advice and service in developing a strategic wealth transfer plan.

As evidence of our commitment to delivering specialized solutions, we became a Member Firm of M Financial Group to give our clients access to the M proprietary series of life insurance products designed and priced specifically for the affluent clientele of M Financial Group Member Firms. Our team’s ability to combine the intangible value of clear, sophisticated advice on complex issues with the distinguished difference of M proprietary products sets us apart from other firms in the industry.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA / SIPC. BryanMark Group is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. BryanMark Group is a Member Firm of M Financial Group. Please go to http://www.mfin.com/ and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.