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:

Barry, Evans, Josephs and Snipes: