M3 financial advisors have over 65 years of cumulative experience in the industry working with some of the largest investment and insurance firms in the business. M3 Investment Services was formed because we felt we could better serve our clients as independent advisors. All of us have a personal and professional stake in the business.

We specialize in Retirement planning for employees of 501(c)3 organizations. We track financial products and opportunities that may fulfill the specific needs and conditions of these employee benefit plans.

We are in the business for the long term and our reputation is our most valuable asset. We expect to serve our clients through their retirement years. We build our business slowly, primarily through referrals from satisfied clients.