Partners

M Financial Group

Chamberlain Financial & Insurance Services, LLC has been a member firm of M Financial Group since 1987.

Profile

With 140 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Services

M Financial Group’s member firms are recognized leaders in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers—including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of 140 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

M Financial was founded on the principle that "off-the-shelf" products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer some of the industry’s most innovative solutions. The client base of Member Firms represents the experience with the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are available exclusively to the clients of M Member Firms.

M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a large percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.

Working with an M member firm provides the assurance of working with true client advocates whose interests are aligned with those of their clients and who can provide truly customized approaches for specific client needs.

Please go to mfin.com/Disclosure for further details regarding this relationship.
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Spire Investment Partners

At Spire Investment Partners, “Open” is a word we take to heart. In fact, our firm was founded on this premise. After working at a large Wall Street Firm, our founder began to understand that there was a better way to manage people’s money. The key is recognizing each situation is different and that each client requires a variety of tools and customized advice.

Spire Investment Partners provides its Wealth Managers with an extensive list of high quality products and services. This allows your wealth manager the freedom to create solutions that truly suit your financial goals and objectives.

In addition, Spire Investment Partners provides industry leading technology options and offers access to multiple custodial partners providing you with the most Open environment possible.

Finally, Spire Investment Partners provides our Wealth Managers with regulatory compliance oversight, marketing operations, and a back office structure that support healthy growth and sustainability.

At Spire Investment Partners we create a business environment which allows our wealth managers to focus on what’s important – You!

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Spire Investment Partners, LLC is the parent firm of Spire Wealth Management, LLC a federally registered investment advisor and Spire Securities, LLC a member of the FINRA and SIPC.