M2 was founded with one vision –

“To have fun, working with trusted friends, to bring meaningful differences in the lives of our clients.”

M2 works with clients around the country to provide financial, tax and insurance consulting services.

M2 also works with other professionals, including insurance professionals, CPAs, attorneys, private banking groups, and asset managers to provide their affluent clients high-quality advanced planning services.

Mark P. McLaren, co-founder of M2, leads our advanced planning and insurance services.