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M Financial Group Overview

Website www.mfin.com
Headquarters Portland, OR
Size 201 to 500 Employees
Founded 1978
Type Company - Private
Industry Finance
Since 1978, M Financial Group has been fueled by five core values – innovation, excellence, collaboration, leadership and advocacy. With 140 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution ... More

Mission: Our mission is simple: to treat existing clients as well as new clients. Everything we do is designed to advocate on behalf of Member Firm clients: due care, product development, underwriting, reinsurance, and in-force management. We care about our clients, their success, and ... More

M Financial Group – Why Work For Us?


Our Founding

In 1978, four visionaries came together to form M Financial Group with an idea that clients with better experience characteristics deserved access to better pricing.

Life insurance carriers at the time used delivery systems and products that helped them retain the value created by the most profitable policies, instead of returning it to those clients who helped create it.

So M Financial was established with a new distribution network of entrepreneurial Member Firms. Working together with select carriers, we created better products for affluent clients and distributed them through this exclusive network of Member Firms.

In the decades since, we have cultivated an exclusive community of Member Firms across the U.S., in the U.K., and in the UAE, and have expanded our solutions beyond life insurance to include Disability Insurance, Long-Term Care Insurance, Annuities, Corporate Benefits, Wealth Management, and International Insurance Solutions.


We are seeking motivated, resourceful, and collaborative individuals to join our team.

Without great people, we would not be successful. The professionals who work at our Firms, and at our headquarters in Portland, Oregon, have helped us innovate, collaborate, and perform at the highest level for nearly 40 years.

If you have an entrepreneurial spirit and enjoy creating innovative solutions to complex problems in a collaborative environment, please consider joining our team.

We are a well-respected, dynamic, and fast growing company with great opportunities for self-directed professionals. We offer an exceptional work environment, a competitive salary, incentive awards, and ample opportunities for advancement.

  • Medical, Dental, and Vision Insurance
  • 401(k) Retirement Plan and Company Match
  • Group Long-Term Disability, Long-Term Care, and Life Insurance
  • Employee Assistance Program
  • Flexible Spending Accounts
  • Paid Parking and Mass-Transportation
  • Bike-Commute Subsidy
  • Paid holidays
  • Matching Gift Program
  • Service Awards
  • Tuition Reimbursement

With a Walk Score of 100, our location in the heart of downtown Portland in the Pearl District couldn’t be better. Here are the top 10 things you’ll love about working at M Financial Plaza:


Lobby area overlooking the Pearl District and Fremont Bridge
  1. With team members commuting to work from all over the Portland Metro area, our location is ideal with easy access to I-405, I-5, and I-84 freeways.
  2. Plenty of happy hour options are available: Henry’s, Deschutes, Fat Head’s, 10 Barrel, Rogue, and Bridgeport… need we say more?
  3. You never have to go far for a coffee with Starbucks, Peet’s, and Stumptown Coffee Roasters all within a few blocks.  And if you don’t feel like venturing out, you can brew your own at the office coffee bar.undefined
    M Team members at the coffee bar
  4. You can say you work in an energy efficient building. M Financial Plaza is LEED Gold certified.
  5. You have a free place to park on the weekends. M Financial offers paid parking to full-time team members. When the weekend rolls around, park in the underground parking garage, available 24/7.
  6. An abundance of lunch options are just a few steps away, including the nation’s largest concentration of food carts. The hardest part is picking one! If you prefer to brown bag it, you can visit with colleagues in the kitchen seating area or on sunny days, eat al fresco on the balcony.undefined
    Community lunch room
  7. Combine your daily commute with a workout! M Financial Plaza has secure bike storage, showers, and lockers.
  8. Shop until your heart’s content. The Pearl and West End neighborhoods host many boutiques and shops. In addition, Nordstrom, Macy’s and Pioneer Place are within walking distance.  
  9. Catch any Portland Streetcar within a two-block radius.
  10. Walk to Providence Park, home of the Timbers and Thorns. Not a soccer fan? The Blazers and Winterhawks play at the Moda Center, easily accessible with public transportation.

At M Financial Group, we pull out all the stops for our Halloween celebration and this year was no exception! The children of M Financial team members had the opportunity to dress in their costumes and trick or treat around the office. The following day, team members donned incredible costumes, played Halloween trivia, decorated pumpkins, and had a great time with one another at the Halloween party. Scroll down to see some of the best costumes.


The Disney Princesses – Belle, Mulan, Pocahontas, Merida, Snow White, Rapunzel, Cinderella, Anna, Elsa and Ariel


Winner for best individual Halloween costume – The Tapatio Man


Winner for best group Halloween costume – The Beatles from Abbey Road

M Financial Group Reviews

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Fred H. Jonske
3 Ratings
  • Helpful (1)

    M Financial is a fantastic place to work!

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Communications Associate in Portland, OR
    Current Employee - Communications Associate in Portland, OR
    Positive Outlook

    I have been working at M Financial Group full-time (More than 3 years)


    M Financial is full of bright, talented, engaging, and caring people who are invested in the work they do and the community surrounding them. We are a competitive bunch who like to have fun as well as get the job done to the best of our ability. M Financial takes the time to hire people that work together well—as a team—and I greatly appreciate that because it increases company morale. M Financial Group offers a wonderful benefits package, which is an extension of their desire to take care of their team members and set them up for success. There are many advantages and these are but a few!


    Because M Financial is a fantastic company to work for, lots of people work here for 10-30 years. This can limit the opportunities for growth and movement within roles, but I think that M Financial is looking for ways to grow and expand, and that new opportunities will arise if/when I am looking again.

    Advice to Management

    Continue being the kind, down-to-earth, yet challenging and excelling individuals you are. You all are a delight to work with. And I love it when you participate in our M Team events and holiday activities. :)

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