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A Client First Approach

We build close relationships with our clients that go far beyond the stuffy client-advisor relationship. Together, we laugh, we cry, and we plan for and help you pursue your family's future and financial goals. 

meet the m2 team

meet the m2 team

Meet the highly-experienced and motivated team that’s working for you - every day!

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Client Experience

Client Experience

M2 uses a comprehensive approach with our clients.  

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Why We rock!

Why We rock!

We are the composers of your financial future.

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Let us do the Heavy Lifting

At first glance, our team might not look like a group of Olympic weightlifters, but when it comes to financial planning, that’s exactly what we do. We address all aspects of your financial life so you don’t have to. Between child care, working, taking care of family, and carving out a little time for yourself, managing your finances is likely the last thing on your to-do list. We partner with you and take the stress out of planning for your financial future.

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Rely on Professionals


  • "While enjoying your summer vacation, also consider an investment statement vacation. While times are tough, focus on living every day to its fullest"
    - Michael Matheson

  • “By failing to prepare, you are preparing to fail.”

    - Benjamin Franklin


  • “If you want to live a happy life, tie it to a goal, not to people or things.”

    - Albert Einstein


  • “Pray like it depends on God, but work like it depends on you.”

    - Dave Ramsey