Competitive Advantages

Wealth Transfer - As part of a family office we understand the complexities of family dynamics and multigenerational planning. We have had the privilege of working with some of the most affluent families in the South and along the East Coast of the U.S.

Compensation Advisory - As a leader in the design, implementation and administration of executive benefit plans we currently serve two Fortune Ten clients. Our experience and resources are available to small cap public, middle market and private equity portfolio companies.

Process Driven - Our innovative business processes enable us to receive a high number of referrals from the professional advisors community on a regular basis. The way we handle our business gives us a competitive advantage when advisors are referring their clients. One example is the Medical Auction Process (MAPSM) that we have developed.

National Resources - Our affiliation with the M Financial Group provides a suite of resources, ideas, and solutions typically only available to large national firms.

100 N. Tryon Street (Map)
Suite 5410
Charlotte, NC 28202
Phone: 704.333.8461
Fax: 704.342.0782
MBL Advisors and their agents are presently licensed to sell traditional life insurance in AL, AK, AZ, CA, CO, CT, FL, DE, DC, GA, HI, IL, IN, KY, MD, MA, MI, MN, MO, NC, NV, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

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