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: