Ownership Advisors Inc., our parent company, is a member firm of M Financial Group.

From its Inception in 1978, M Financial Group has been comprised of exceptional individuals, entrepreneurs who consistently rise above the crowd to innovate, collaborate, excel, lead and advocate, to deliver lasting value to clients and advisors.

In 2015, M Financial’s 140 Member Firms came together in powerful ways. Our collective strength, supported by expertise, relationships, determination, and vision, produced tremendous results, while bolstering the foundation for continued excellence.

To explore what’s behind our continued success, read M Financial’s Annual Report.