Firm Overview

Thomas Financial Group is one of a select number of leading financial service firms chosen to be a member of M Financial Group, a network of more than 100 independent members, all dedicated to serving high net worth individuals and growth companies.

Our resources and knowledge allow us to create advantages unique in the financial world, while providing personal attention. As a member firm of M Financial Group, Thomas Financial delivers a significant added value gained from a dynamic business relationship that unites expertise, innovation and service with products designed to help meet the needs of the affluent and corporate markets.

Member Firms of M Financial Group represent some of the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining firmly rooted in their communities. When you enter into a relationship with Thomas Financial, you benefit from an advisor who is focused on you while drawing upon the resources of a national network.

Disclaimer | Privacy Policy

Thomas Financial Group and their agents are presently licensed to sell traditional life insurance in
AL, AZ, CA, FL, IL, IN, MI, MD, PA, DC, DE, MA, MD, MN, MS, NC, NJ, NY, OR, OH, SC, TN, TX, VT, VA and WA.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.