About Us
For more than 40 years, our firm has helped individuals, families, and business owners navigate uncertainty with confidence. We have guided clients through the stock market crash of 1987, the attacks of September 11, the Global Financial Crisis, and the COVID-19 pandemic. Through every challenge, our commitment has remained the same: providing objective advice and putting our clients’ interests first.
Originally incorporated in 1985, the firm began as a boutique insurance advisory practice serving high-net-worth families and business owners. As our clients’ needs evolved, so did our services. Since joining M Financial Group in 1987, we have continued to provide innovative planning solutions and specialized resources for affluent families and successful companies.
The firm continued to grow throughout the 1990s, and Luther Lockwood joined the partnership in 1996. In 1999, the firm was acquired by Wachovia Bank. Following Wachovia’s acquisition by Wells Fargo in 2009, Luther successfully led the firm’s return to independence through a contractual change-of-control provision. The firm was subsequently renamed MBL Advisors, reaffirming our commitment to independent, client-focused advice.
As our clients’ financial lives became more complex, we expanded into comprehensive wealth management. In 2018, Jonathan Dry, Brian Gift, and Billy Morton joined the firm, strengthening our investment management and business owner advisory capabilities. In 2020, we launched MBL Wealth LLC as an SEC-registered investment adviser, enabling us to provide objective investment management through a transparent, fee-based model.
Today, MBL Advisors provides integrated advice across investment management, personal financial strategies, estate and legacy planning, executive benefits, and risk management – with a particular emphasis on helping business owners successfully plan for and transition one of their most significant assets.
While our services have evolved considerably over four decades, our purpose has not. We believe lasting relationships are built through thoughtful advice, exceptional personal service, and an unwavering commitment to doing what’s right for our clients.
As a multigenerational firm, we believe the best way to honor our first 40 years is to thoughtfully prepare for the next 40, continuing to serve our clients, their families, and future generations with the same values and commitment that have defined our firm since 1985.
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