ABOUT OUR FIRM
BryanMark Financial Group was founded with the mission of providing sophisticated planning solutions to affluent and ultra-affluent clientele.
Our approach brings together an experienced team of financial professionals from both within BryanMark Financial Group and throughout our network of legal and accounting resources in the advisor community to help ensure our clients receive the highest level of advice and service in developing a strategic plan.
We focus on working with highly successful business owners and wealthy individuals who have accumulated a large amount of assets and recognize they face numerous unique planning challenges that must be adequately addressed to preserve their wealth for generations to come.
As evidence of our commitment and expertise in delivering solutions to the affluent market, we have joined the prestigious M Financial Group as an M Member Firm. The M Group is a network of 127 independent financial services companies that have demonstrated an unparalleled ability to meet the sophisticated planning needs of affluent and ultra-affluent clients.
This has led to the development of proprietary products and dedicated resources that are available exclusively to clients of M Member Firms. At BryanMark Financial Group, we are dedicated to utilizing our specialized resources to deliver the highest level of advice to help you attain your individual planning goals.
At BryanMark Financial Group, we design and implement specialized financial planning solutions to meet the unique needs of affluent and ultra-affluent clients. As an M Group Member Firm, we are your resource to access the M Group’s premier network of proprietary products and sophisticated planning solutions uniquely tailored to the corporate and affluent markets.
PHILOSOPHY:
At BryanMark Financial Group, we design and implement specialized financial planning solutions to meet the unique needs of affluent and ultra-affluent clients. As an M Group Member Firm, we are your resource to access the M Group’s premier network of proprietary products and sophisticated planning solutions uniquely tailored to the corporate and affluent markets.
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.