Thomas Financial is an independently owned financial services firm based in Tampa, Florida, serving high-net-worth individuals, families, and growth companies. As a member firm of M Financial Group, it combines traditional values with modern solutions, offering high-quality products and personal service to help clients protect, grow, and preserve wealth. Its services include life insurance solutions designed for affluent individuals and corporate clients, as well as wealth management for people and families considering investment options, tax-efficient investing, and legacy planning.

For businesses, Thomas Financial provides corporate retirement planning, including support for 401(k) programs, and employee benefits guidance focused on balancing costs with employee well-being. The firm also offers risk management services. Thomas Financial’s stated vision is to continue leading in life insurance solutions through a commitment to progress, experience, and dedicated personnel.

Securities and investment advisory services are offered through M Holdings Securities, Inc., a registered broker-dealer and investment adviser; Thomas Financial Group is independently owned and operated