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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/

Ask about our complimentary financial planfor business owners.

Form CRS | Form ADV Part 2A and 2B

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Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc. Harbour Wealth Management Group, Inc. is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

For important information related to Harbour Wealth Management Group, Inc., refer to the Harbour Wealth Management Group, Inc’s Client Relationship Summary (Form CRS) by navigating to Form CRS

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 4169486

Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and any affiliates are not affiliated with M Financial Group, M Holdings Securities, Inc., its affiliates, or its Registered Representatives.