M3 Family Office

The gatekeepers of your wealth

Our services

In order to help preserve and manage your wealth we provide low-cost index investing funds along with insurance and estate planning solutions to pursue your goals. 

We leverage the power of index funds managed by:

The M3 Solution

Gatekeeper of your wealth

M3 is committed to managing your wealth and planning for your financial future.

Assess your risk

At M3 we take an approach that addresses your risk tolerance, giving you financial confidence.

Diversify your portfolio

We don't believe in searching for a needle in a haystack. We believe in buying the whole haystack and diversifying to manage against market swings.

Preserve your wealth

Life insurance and estate planning to protect you and your family's financial future and to help preserve your wealth from generation to generation.

Take the first step

Find your automated risk profile for free.
Want to walk through it together? Book a free consultation to learn more.

Check out our blog

Read our commentary on financial topics and the news.

Investment advice offered through M3 Advisory Group LLC, doing business as M3 Family Office LLC, a registered investment advisor.