M Group

M Group provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates and businesses, offering discretionary and non‑discretionary portfolio management, retirement plan consulting, and access to managed‑account programs. The firm reports roughly $343.5 million in assets under management across 386 client relationships and operates with two advisors serving clients from multiple offices.

Investment programs are generally long‑term and centered on diversified allocations implemented with low‑cost mutual funds and ETFs, while individual stocks and bonds may be used as needed; the firm conducts internal due diligence and will rebalance or trade to meet client objectives. M Group also supervises unaffiliated money managers when engaged and provides retirement‑plan services that include participant education and advisory roles under ERISA (non‑discretionary 3(21) services and, in some cases, discretionary 3(38) manager arrangements).

Distinctive features disclosed in the brochure include an announced transition of client accounts to another registered adviser, Summit Financial, expected to complete in Q2 2026, and a notable scale of AUM relative to its two‑advisor structure, including a meaningful non‑discretionary asset balance. The firm also discloses that a principal maintains outside roles as a registered representative of a broker‑dealer and as a licensed insurance agent, which generate commission‑based compensation and constitute a disclosed potential conflict of interest addressed through firm policies and client disclosures.