Mission | Vision | Values

MISSION

To distinguish ourselves using our resources, relationships, strategies and influence on behalf of clients and advisors to create highly customized wealth preservation and wealth transfer solutions.

VISION

Striving to ensure that every encounter with members of our firm creates relationships and results that maximize legacy and trust through specialized service and expertise.

VALUES

Professionalism: We operate in accordance with the highest personal and professional standards to deliver service that earns trust and confidence.
Integrity: Our commitment is to keep our word, do what we promise, seek to ensure our actions match our words and authentically serve our clients’/advisors’ best interests on an independent platform.
Transparency: Our goal is to always give each client/advisor all the information needed to assist he or she in making the most suitable decisions.
Relationships: We strive to increase our clients’/advisors’ success and try to deliver maximum value and results through our ideas and service, who we know, and by connecting successful people to foster outcomes that go beyond our clients’ financial goals.
Mastery: We are committed to building the highest caliber of knowledge, expertise, superior advice and quality of relationships possible to serve our clients’ interests and exceed their expectations.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/ SIPC. Parq Advisors, A Division of HUB international, is not under common ownership with M Holdings Securities, Inc. Fixed insurance products and policies are offered through Hub International Insurance Services Inc. California Insurance License #0757776.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Parq Advisors is a Member of M Financial Group. Please click here for further details regarding this relationship. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #4293920.2

Variable life and annuity products, as well as other securities products, may be sold in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WA, WV, WI and WY.

Residents of other states should consult with a local registered representative for securities products.