M2 Financial LLC

Overview

M2 Financial LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator. Its client-facing services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection or vetting of other advisers. Fee arrangements combine percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; it also lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives