Culture
Founder and Principle Ted Massaro, CLU, AEP, Chartered Financial Consultant (ChFC) has over 40 years of experience in the industry. He started M Financial Planning Services in 1982, where he saw a need to offer comprehensive financial planning to his clients. Ted selected LPL Financial as M Financial's broker/dealer due to their scale and scope of support they can offer advisors.
Over the years the firm has grown to include two other advisors: Ed Garruto MBA, CFP®, and Anthony Massaro, CFP®, as well as a support staff of five: three members of the Planning Team, a Director of Marketing and a Client Service Manager. We were pleased to be featured in a case study at Rutgers Business School demonstrating the firm's efficacy.
M Financial has space in their historic downtown Marlton office, and the opportunity to expand to another building nearby.
About M Financial Planning Services
M Financial Planning Services is a Registered Investment Advisor (RIA) with a focus on comprehensive financial planning. We offer our advisors top of the line technology access, a time-tested support team, dedicated marketing resources and in-house investment management.
Ideal Candidates
Advisors that would be the best fit include: Experienced advisors with five or more years in the industry. CERTIFIED FINANCIAL PLANNER™ designation (or comparable) preferred but not required. An existing book. Comfortable in a planning centered office.
Business Development
The firm provides compliance supervision, office space, equipment and supplies, as well as a range of other support to help advisors successfully grow their client relationships. Able to leverage our long-standing relationship with LPL to provide outstanding service and support. Dedicated in-house marketing resource and budget to grow brand awareness, build business, and strengthen client relationships through timely and persuasive content that is in support of your value proposition.
Money Management
Financial planning is the core practice of our firm, and the team is fluent in advanced planning topics and strategies. Our planning team offers in-house investment management based on various extensive internal and external research services. Technology tools include Morningstar Workstation, eMoney, Riskalyze, MoneyGuidePro, Holistiplan and a very robust CRM system.Our business is built on a foundation of thoughtful client relationships.