Financial Advisors Serving clients nationwide

Although our office is currently situated in Marlton, NJ, our longstanding clients may recall our previous locations in Medford, NJ and Center City, Philadelphia. After we settled in our historic Marlton location, and our clients began to retire in destinations like Florida, North Carolina, and Maryland, we naturally extended our reach. Embracing the versatility of remote work, we now seamlessly engage with clients across the nation, accompanying them on their work and leisure ventures. With clients now spanning 22 states, we take pride in our expansive network and eagerly anticipate further growth.

Are you looking for a comprehensive financial planning service to help you work towards your goals? Choose M Financial Planning Services. Our experienced and dedicated financial advisors, based in Marlton, NJ, serve clients in 22 states. We are here to guide you through every step of your financial journey.

What We Offer

At M Financial Planning Services, we understand that every individual has unique financial goals and needs. That's why we offer a wide range of services to cater to your specific needs. Our services include:

  • Investment planning: We help you create a personalized investment strategy based on your risk tolerance and financial objectives.
  • Retirement planning: Whether it's saving for retirement or creating a sustainable income during retirement, our team will assist you in developing a plan that fits your retirement goals.
  • Estate planning strategies: Protecting your assets and ensuring they are transferred to your loved ones according to your wishes is essential. Our team can help you create an estate plan that suits your needs.
  • Risk management: Life is full of unexpected events, so have a plan in place to mitigate any potential risks. Our risk management strategies can help you protect your financial future.
  • Tax planning: We understand that taxes can be complicated, but our team will work with you to develop tax strategies that addresses your investment tax burden.

We also offer financial planning for businesses.

Fill out our questionnaire to get started. Our team will work with you to develop a tailored plan that fits your needs and provide ongoing support as well.

M Financial Planning Services and LPL Financial do not offer tax or legal advice or services.