Vestwell and M Financial Group Partner to Expand Retirement Plan Solutions Across M Financial Member Firm Network
The partnership gives advisors across the M Financial Member Firm network access to Vestwell's infrastructure platform to scale their retirement plan practices.
NEW YORK, September 24, 2026 — Today, Vestwell, the infrastructure platform powering America's modern savings economy, announced a new partnership with M Financial Group. Vestwell's retirement platform will be made available to advisors across the M Financial Member Firm network.
“This partnership is about creating a more efficient path for advisors and business owners alike,” said Jeff Currie, Senior Vice President of Corporate Solutions at M Financial Group. “The combination of M Financial’s investment fiduciary capabilities and Vestwell’s retirement infrastructure allows us to deliver a streamlined solution that can support employers as they grow, while helping our Member Firms expand their presence in an important and rapidly evolving market.”
The partnership was created to enable the M Financial network to address growing demand from business owner clients with a highly scalable solution. The offering combines two vehicles under one partnership: a group of plans (GoP) structure for smaller, sub-audit-sized clients, and a pooled employer plan (PEP) for plans that meet the audit threshold. In both, M Financial Asset Management Inc. serves as the 3(38) investment fiduciary. The program also includes several of Vestwell’s enhanced features including 3(16) services, payroll integrations, and streamlined onboarding and enrollment.
"We're proud to partner with M Financial Group to bring our retirement infrastructure to its network of advisors,” said Richard Tatum, Vestwell’s President of Workplace Savings. "Vestwell was built to address the challenges advisors run into at every stage of the process. Through this partnership, M Financial's advisors gain a partner working alongside them, so they can grow their retirement plan practices without added complexity."
The partnership will support M Financial in building a growth engine for retirement by pairing Vestwell's technology with a tailored, scalable solution built for M Financial’s network of offices and producers nationwide.
"More businesses than ever are looking for retirement plan options that pool risk and reduce administrative burden as they scale," added Tatum. "What changed is the technology to deliver those structures affordably has finally caught up to the demand. Advisors who build this into their practice now are getting in at the right moment.”
###
About Vestwell
Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company that makes it easier for more Americans to save for life's most important moments — from retirement to education and healthcare. Founded in 2016, Vestwell's platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone.
Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, emergency savings accounts, student loan repayment benefits, and specialized accounts for education and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell serves more than 2.55 million active savers and administers over $56 billion in assets nationwide.
For more information, visit www.vestwell.com.
About M Financial Group
Founded in 1978 and headquartered in Portland, Oregon, M Financial Group is a financial services design and distribution firm serving the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. M Financial's community of more than 140 independent Member Firms offers expertise across life insurance, executive compensation and benefits, employee benefits, estate planning, investment advice, and wealth management. Member Firms operate independently while working toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Financial Group is owned by its Member Firms.
For more information, visit www.mfin.com.
Media Contact
Sara Dramer, Senior Manager, Media Relations: sara.dramer@vestwell.com