Advisory Partnerships
We only partner with advisors who share our values + uphold the standards required to guide affluent families.
Your best clients expect expert financial guidance, exceptional service, accountability + access to exclusive investment opportunities. So should you.
Ultra-affluent clients trust their advisors to protect their interests and deliver solutions for complex challenges. You’ve spent years nurturing these relationships and proving your expertise, but where do you go if a client’s needs are outside of your area of focus?
Experienced advisors understand the power of specialized partnerships. Our comprehensive understanding of premium financing and advanced planning can support your vision for wealth management, while maintaining the integrity of your position in the client relationship.
M+ partnerships are selective. Our work is guided by principles that protect clients + elevate every relationship.
Protect Client Trust
Affluent families expect excellence, responsiveness, and discretion in every interaction — and so do we. M+ partners only with advisors who value clarity, respect, and communication, ensuring trust is preserved on both sides.
Commit to True Collaboration
Partnership requires accountability at the highest level. We work with advisors who uphold strict standards, respect client relationships, and match the discipline we demand of ourselves, ensuring clients receive seamless, uncompromised guidance.
Pursue Thoughtful Innovation
We partner with advisors who embrace creative solutions that serve both immediate priorities and future aspirations. Together, we shape strategies that preserve wealth, strengthen legacy, and open new possibilities for families & individuals across generations.
Uphold the Highest Standards
Ethics and discretion are non-negotiable. We expect integrity and professionalism from every partner. We do our best collective work when everyone is committed to the client’s best interests and dedicated to delivering excellence consistently, with care and accountability.
“In the High Net Worth space, M+ excels at bringing together insurance companies, banks, and tailored solutions to address complex financial needs.”*
BRIAN K. PITANELLO, PARTNER AT PFG ADVISORS