M3 Advisors

M3 Advisors

M3 Advisors is the newest entity in our family of companies, and was just launched in early 2014.

M3 Advisors is a consulting firm that specializes in developing and managing comprehensive financial strategies, primarily for business owners, physicians and affluent individuals / families.  We take a fully-integrated approach to get a 360 degree view of your entire financial picture, including succession & exit strategy planning (for business owners), investments, risk management and tax implications.  Whether you are in the growth phase or planning for retirement, M3 Advisors knows that preparation is key to live the life you’ve always imagined.

We created this entity to add additional value to our client relationships by offering consulting services to our clients in the following areas:

Fee-Based Planning offered through M3 Advisors, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. Securities Offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431*, 1-800-765-5201. Martin Financial Group, LLC and M3 Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

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