Bloomberg the Company & Products

Bloomberg Anywhere Login


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

March 06, 2015 3:52 PM ET

Capital Markets

Company Overview of M Financial Holdings Incorporated

Company Overview

M Financial Holdings Incorporated, doing business as M Financial Group, provides financial services design and distribution services in the United States. It offers services in the areas of wealth management, estate planning, executive compensation and benefits, investment management, business planning, charitable planning, retirement planning, disability income protection, employee benefits, and long-term care insurance. The company also offers corporate-owned life insurance and nonqualified plans; design and financing alternatives for executive and director benefit plans for corporations and financial institutions; and life insurance products, annuity products, and qualified plans. In addi...

1125 NW Couch Street

Suite 900

Portland, OR 97209

United States

Founded in 1978





Key Executives for M Financial Holdings Incorporated

Chief Executive Officer, President, Director and Chairman of Nominating Committee
Chief Financial Officer and Senior Vice President
Senior Vice President, Chief Executive Officer of M Benefit Solutions and President of M Benefit Solutions
Vice President, Chief Executive Officer of M Holdings Securities Inc and President of M Holdings Securities Inc
Vice President and President of M Financial Wealth Management
Age: 55
Compensation as of Fiscal Year 2014.

M Financial Holdings Incorporated Key Developments

Standard Retirement Services, Inc. Announces Co-Marketing Relationship with M Financial Group

Standard Retirement Services, Inc. has announced a new co-marketing relationship with M Financial Group for distributing qualified retirement plan products, including 401(k), 403(b) and 457 plans. The relationship became effective Feb. 3, 2014. Both firms are located in Portland, Ore. The Standard's retirement plan business unit is coming off a record-setting year in which they achieved five-year highs in both client retention and sales.

Similar Private Companies By Industry

Company Name Region
Finger Interests, Ltd., Advisory Arm United States
Automotive Research Bureau Inc. United States
BIO-IB, Inc. United States
Select Equity Group, Inc., Research Division United States
Goldman Sachs Capital II United States

Recent Private Companies Transactions

Private Placement
March 12, 2014

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact M Financial Holdings Incorporated, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at