M Financial Planning Services helps families, professionals, executives, and business owners make informed financial decisions and build confidence in their long-term plans. Founded by Ted Massaro in 1982, the firm continues its family-led mission under Ted and second-generation leader Anthony Massaro. Based in Marlton, New Jersey, M Financial works with clients at different stages of life, from young professionals building wealth to retirees preparing for what comes next.

The firm provides investment portfolio management, financial planning, insurance, and strategic wealth planning. Its guidance addresses connected business and personal finances, executive compensation such as equity and deferred compensation, saving and budgeting, retirement readiness, and the use of accumulated wealth. M Financial also offers a planning process intended to help clients identify opportunities, uncover potential gaps, and make decisions with greater clarity. The firm invites prospective clients to schedule a conversation or request a second opinion. Securities and advisory services are offered through LPL Financial, while financial planning is provided through M Financial Planning Services as a separate entity.