If you think every financial advisory firm looks the same, look again. At MBL Advisors our thought leadership in a number of interrelated niche areas creates a meaningfully different level of expertise. That expertise shapes the client experience based on the following:
Business Exit Planning – The Principals of the firm have firsthand experience buying and selling businesses to publicly traded companies. We understand how long term value is created and realized in privately held businesses. We can advise on the steps necessary to prepare for a successful business transition or exit.
Wealth Management – We understand the financial complexities involved for every generation of planning from early and mid-career high income professionals to the family patriarch. We have had the privilege of working with some of the most affluent families in the South and along the East Coast of the U.S. on a multigenerational basis.
Multigenerational Approach – From our oldest founding partner from the mid 1980s to our youngest partner today there is a 70 year age span. We have the privilege of continuing to serve many families and business from the firm’s founding with multiple generations of partners providing continuity to current and future generations of leadership.
Innovation – Our innovative business processes have evolved through significant long term client interaction. The processes provide consistent delivery of a high quality client experience and a platform for continual improvement. Examples include proprietary intellectual capital like MAP ™ (Medical Auction Process), ZIPIssue™and the life insurance portfolio review process that we have developed.
National Resources – Our affiliation with the M Financial Group provides a suite of resources, ideas, and solutions to over 140 independently owned Member Firms typically only available to large national firms.