Partners

M Financial Group

Chamberlain Financial & Insurance Services, LLC has been a member firm of M Financial Group since 1987.

Profile

With 140 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Services

M Financial Group’s member firms are recognized leaders in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers—including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of 140 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

M Financial was founded on the principle that "off-the-shelf" products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer some of the industry’s most innovative solutions. The client base of Member Firms represents the experience with the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are available exclusively to the clients of M Member Firms.

M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a large percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.

Working with an M member firm provides the assurance of working with true client advocates whose interests are aligned with those of their clients and who can provide truly customized approaches for specific client needs.

Please go to mfin.com/Disclosure for further details regarding this relationship.

For more information click here.

Vanderbilt Financial Group

At Vanderbilt Financial Group, independence and flexibility are at the core of everything we do. Our firm was built on the belief that financial advice should never be one-size-fits-all. Every client’s situation is unique, and thoughtful planning requires customized strategies, objective guidance, and access to the right tools.

Vanderbilt Financial Group empowers its advisors with a broad selection of high-quality investment products, planning resources, and solutions. This versatility allows financial professionals the freedom to design strategies that align with each client’s individual goals, values, and long-term vision.

In addition, Vanderbilt Financial Group provides access to advanced technology and multiple custodial relationships, creating an environment that promotes choice, transparency, and efficiency.

Our partners are further supported by comprehensive compliance oversight, marketing resources, and a robust back-office infrastructure designed to foster growth, stability, and long-term success.

At Vanderbilt Financial Group, our environment allows our advisor community to focus on what matters most, building meaningful relationships and helping clients pursue financial confidence.

For more information, click here.

Tony Fisher

Tony Fisher is an independent business consultant who has partnered with Chamberlain Group for over 15 years. Clients include super-affluent business owners and families who wish to build, protect and steward their wealth for the benefit of their heirs, company, and community for generations. In this relationship, Chamberlain Group’s role is to qualify, engage, and provide all design, implementation and servicing of client solutions.