Welcome...

MBL Advisors is a boutique financial services firm specializing in Compensation Consulting and Executive Benefit planning for successful companies and Wealth Transfer planning and Private Client Insurance services for affluent families.

"Wealth does not bring about excellence, but excellence brings about wealth and all other public and private blessings."

— Socrates

McColl Brothers Lockwood

Learn more about McColl Brothers Lockwood and the value of the other independently owned and operated businesses to you.

Competitive Advantages

Our unique resources, relationships and ownership structure create unmatched competitive advantages for our clients.

History

For over 25 years the firm
has been an industry leader providing sophisticated solutions for our high net
worth clients and our
corporate clientele.

News and Resources

Check out the latest industry news and educational resources.

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.