Comprehensive guidance for nonprofits
Exclusive Products for HNW/UHNW Business Owners
We are proud to be an affiliate of M Financial Group through a sponsorship with Charlotte firm, Barry Evans Josephs and Snipes (BEJS).
M Financial Group is an affiliation of independent entities that combines purchasing power of its high-net-worth clientele into exclusive products and services with multiple insurance companies, the only firm of its kind.
BEJS is a boutique multi-generational UHNW insurance firm with a highly experienced back office to help with plan design and service. The combination allows our clients world class resources in service and products.
M Financial Group: https://www.mfin.com/products
Barry, Evans, Josephs and Snipes: https://bejs.com/about-us/meet-the-team/