Investment Management

Mezrah Financial has been offering full asset management for the past 25 years.  This division is overseen and headed up by Mezrah Financial’ s president Lee Mezrah.
We offer a full array of investment options such as:
Separate Account Money Management
Mutual Fund Portfolios
Access to Proprietary Investment Platforms via M Wealth
Variable Life Insurance
We are very proactive and hands on as it relates to overseeing and managing our clients investment portfolios.  As a boutique financial advisory firm our asset management fees and costs are typically much lower that the industry average which over time can add up to substantial savings for our clients.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.