About Us

Executive Financial Services, Inc. is an employee benefit consulting firm established in 1981 and based in Memphis, Tennessee. Executive Financial provides innovative and integrated employee benefit solutions through a multi-disciplinary team of experienced, highly qualified professionals.

Our clients include both privately held and publicly traded firms located throughout the United States, ranging in size from 100 to 10,000 employees.

Misson

At Executive Financial Services, our mission is to manage our clients' benefit plans so that they can concentrate on what they do best - running their companies.

Philosophy

Executive Financial Services strives to provide clients with:

  • The best long-term value available in the employee benefits market
  • Reliable and accurate service
  • A personal relationship built on trust and mutual respect

Our consultants have
the following credentials:

  • J.D. (Law)
  • CPA (Accounting)
  • CPC (Retirement Plans)
  • MBA/PhD (Management)
  • CLU/ChFC (Insurance)

Our services include:

M Financial GroupDisclaimer

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.