MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal. We have learned that each client has a distinct purpose that defines who they are, what they do, and ultimately the impact they will make in relation to their family, business, and community. We provide objective advice to our clients in the areas of Business Exit Planning, Wealth Management, Executive and Corporate Retirement Benefits and Private Client Insurance Solutions crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates. Investment advisory services are offered through MBL Wealth, LLC, a Registered Investment Advisor. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Insurance products are offered through MBL Advisors Inc.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Elc CPA PC, located in Charlotte, NC, is a reputable insurance broker with a strong focus on employer benefits. With a deep understanding of the local and regional market, they specialize in providing comprehensive medical and ancillary benefits solutions. One of Elc CPA PC's standout features is their impressive track record of serving a wide range of clients, including prominent companies like Southern Fabricators and Technology Partners. Southern Fabricators, a leader in fabricated metal product manufacturing, trusts Elc CPA PC to manage benefits for their 140+ participants. Similarly, Technology Partners, a key player in the information industry, relies on Elc CPA PC to provide benefits solutions for over 240 participants. Elc CPA PC's expertise extends across various industries, particularly in the information sector, showcasing their versatility and in-depth knowledge. As part of a local brokerage firm, they have the advantage of local insights and connections, ensuring that they can provide tailored solutions to meet the unique needs of their clients. Notably, Elc CPA PC has a proven track record of working with midsize employers, demonstrating their ability to deliver customized benefits packages that strike the right balance between employee well-being and cost-effectiveness. With their local expertise and commitment to excellence, Elc CPA PC is a valuable partner for any employer seeking top-notch benefits solutions in Charlotte, NC.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

The New England, based in the dynamic city of Charlotte, NC, stands out as a prominent insurance broker with a wealth of experience catering to the needs of self-funded clients and providing tailored support to both local and regional employers. This office, as part of a local brokerage firm, is intricately connected to the business community of Charlotte, offering specialized services that align with the unique requirements of the region. Demonstrating their versatility, The New England has fostered relationships with top-tier clients, including Ally Financial in the nondepository credit intermediation industry, Broadcast Music in the performing arts companies sector, and Williams & Connolly in the legal services field. These collaborations, featuring participant counts ranging from 50+ to an impressive 900+, showcase the broker's ability to navigate diverse industries and deliver customized benefits solutions to organizations of varying sizes. The New England's expertise extends across legal services, performing arts companies, and nondepository credit intermediation industries, positioning them as a valuable resource for businesses seeking comprehensive benefits solutions. As part of a local brokerage firm, their commitment to understanding the intricacies of the local market ensures a personalized touch, making The New England a trusted partner for employers in Charlotte, NC, seeking strategic and customized benefits solutions aligned with the specific requirements of their businesses.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Davis Williams Wealth Management, a local brokerage firm located in Charlotte, North Carolina, is a prominent player in the insurance brokerage sector, especially noted for its larger office scale and expertise in handling diverse employer benefits. Specializing in working with midsize employers, this broker stands out for its adeptness in dealing with self-funded clients, showcasing a keen understanding of the unique needs and challenges faced by these entities. Notably, Davis Williams Wealth Management has carved a niche in the offices of physicians industry, with a significant track record of serving substantial clients in this sector. A prime example of their proficiency is their collaboration with Pinehurst Medical Clinic, a major player in the North Carolina physicians' offices industry. Handling over 280 participants for Pinehurst Medical Clinic, they have demonstrated an exceptional capacity to manage extensive and complex employee benefit schemes with finesse and efficiency. Their expertise is not limited to a single industry or client size. The firm's ability to support local and regional employers across various sectors underlines its flexibility and comprehensive understanding of different market dynamics. This adaptability makes them an ideal choice for businesses seeking a reliable and experienced insurance broker that can cater to their specific needs while ensuring optimal benefit management. In summary, Davis Williams Wealth Management's Charlotte office is a robust choice for employer benefits buyers looking for a firm with a strong local presence, a track record of managing sizable client portfolios, and a deep understanding of the intricacies involved in the offices of physicians industry.

Located in the vibrant city of Charlotte, NC, the Founders Federal Credit Union office stands out as a reliable insurance broker catering to the diverse needs of local and regional employers. Specializing in medical and ancillary benefits, their seasoned professionals bring a wealth of expertise to the table, ensuring tailored solutions that resonate with the dynamic demands of the ever-evolving insurance landscape. With a notable focus on the depository credit intermediation industry, Founders Federal Credit Union has established itself as a trusted partner for businesses in the region. Their impressive portfolio includes servicing top-tier clients like Founders Federal Credit Union, a key player in the depository credit intermediation sector with over 920 participants. This success reflects their adept understanding of the intricacies within the industry, showcasing their ability to navigate the unique challenges and intricacies of their clients' needs. As an integral part of a local brokerage firm, Founders Federal Credit Union brings a personalized touch to their services, fostering strong relationships with clients. Beyond their proven track record with depository credit intermediation industries, they demonstrate versatility, catering to a spectrum of businesses with a commitment to delivering excellence in the realm of employer benefits.

Located in the vibrant city of Charlotte, NC, this branch of Unknown Insurance Broker brings a wealth of expertise to the realm of employer benefits. Specializing in medical and ancillary benefits, they have demonstrated a commendable understanding of the unique needs of local and regional employers. With a strategic focus on industries such as nursing and residential care facilities, as well as the telecommunications sector, this office stands out for its tailored approach. Notably, their impressive client portfolio includes Conterra Ultra Broadband, a major player in the telecommunications industry, boasting over 270 participants. Additionally, they have successfully partnered with Maxwell Group, a prominent name in nursing and residential care facilities, serving a substantial 4460+ participants. The breadth of their experience in these sectors underscores their commitment to delivering effective solutions. A key strength lies in their affiliation with a large national insurance brokerage firm, providing clients with the advantage of a broad network and extensive resources. This synergy enables them to offer comprehensive and competitive benefits packages, positioning them as a reliable partner for businesses seeking optimal employee benefits solutions in the dynamic landscape of Charlotte, NC.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.