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.

Take 5 minutes to answer some questions about yourself, and we’ll suggest an investment strategy for you.

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I’d Like Personalized Planning Advice

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

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.

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 questionnaire.

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