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Welcome to M Financial, Inc.

M Financial, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Our Company

At M Financial we provide comprehensive financial planning as well as tax preparation and consulting through Mark and Grevel Consulting, LLC.  Our approach is to look at each client’s financial situation and help prepare the best plan for retirement as well as avoid expensive tax pitfalls.  

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Our Services

We believe combining financial planning and tax under one group offers many advantages to investment and tax planning.

Meet Our Team