Broker Check

Starting Out


I’m Ready to Invest

Want to start investing but aren’t sure where to begin? Our online platform combines the benefits of a personal financial advisor with sophisticated technology.

Benefits Include:

· Quick Account Set-up
· $5,000 Minimum Investment
· Low Cost · Progress Reports
· Customized Alerts · Automatic Deposits

No trading commissions with a $5,000 minimum investment and annual advisory fee of no more than 0.50%.

We use low cost ETFs and cutting edge technology to create your personal financial plan.

Ready to Start?

On the next page, choose the advisor you'd like to work with. Then take 5 minutes to answer some questions about yourself, and we’ll suggest an investment strategy for you.

Start Now


I’d Like Personalized Planning Advice

Were you referred to M Financial Planning Services? Would you like to meet and discuss your financial plan?

Tailored For You

With over 30 years of financial planning experience, M Financial recognizes that each of our clients has a unique set of financial goals, and we strive to help them work toward those goals.

Building a comprehensive financial plan involves understanding overall financial objectives and designing a strategy that strives to build, preserve, and transfer wealth over the course of a lifetime.

We pride ourselves on our independence, as it gives us the scope and flexibility to offer the most suitable strategies to our clients, without being tied to proprietary products.

Our process includes planning considerations such as: retirement, health care, social security, estate, insurance, education and business succession. 

Ready to meet? Start by filling out the following questionairre, including the best way to contact you.

Pre-Meeting Questions