Fieldstone Insurance Group

What Fieldstone Insurance Group does

Fieldstone Insurance Group, LLC is a privately held, partner-led insurance and benefits brokerage headquartered at 55 Harristown Road, Suite 102, Glen Rock, New Jersey. The firm is structured around four service lines — Personal Lines, Commercial Lines, Group Benefits, and Life & Disability — supported by a dedicated Claims function, and serves affluent individuals, family businesses, and enterprises involved in U.S. capital markets. Its client base is targeted through personalized, hands-on advisory relationships rather than digital or mass-market channels, with the firm emphasizing esoteric hedging tools, wealth protection strategies, and integrated insurance-and-benefits solutions tailored to financial principals and their employees. Securities and investment advisory services are delivered via M Holdings Securities, Inc., the wholly owned broker/dealer of M Financial Group, of which Fieldstone is a member firm; partners Jason Duffy and Thomas Troubh hold FINRA Series 6/63/65 and 7/55/63 registrations respectively.

The business model is commission-based brokerage supplemented by recurring investment advisory fees, with pricing quote-based and not publicly disclosed. Go-to-market is sales-led, organized by service line, and relies on direct professional networking, referrals within the capital markets and financial services community, and the M Financial Group consortium for lead flow. The firm maintains multi-state insurance licensing (including AR and CA) and FINRA registrations enabling cross-jurisdictional service, though it is restricted to U.S. residents and operates primarily in the Northeast.

Operationally, Fieldstone runs as a traditional brokerage with no proprietary technology platform; core systems are standard FINRA-registered securities and insurance back-office infrastructure accessed through M Holdings Securities. The leadership team combines Wall Street tenure, military service, and specialty brokerage experience (Integro Insurance Brokers, Insurance Revolution Inc., Arthur Andersen, First Union Capital Markets), and the firm is independently owned and operated — not owned by M Holdings or M Financial, despite the partnership relationship.

Name

Fieldstone Insurance Group

Legal name

Fieldstone Insurance Group, LLC

Website

https://fieldstoneins.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Fieldstone Insurance Group is a privately held, partner-led insurance and benefits brokerage in Glen Rock, NJ, serving affluent individuals, family businesses, and capital markets clients across Personal Lines, Commercial Lines, Group Benefits, and Life & Disability, with securities and advisory services delivered through M Holdings Securities.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Insurance brokerage services
• Commercial insurance lines
• Personal insurance lines
• Group benefits brokerage
• Life and disability insurance

Headquarters

HQ city

Mahwah

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Brokerage Commissions: The firm earns commissions from placing insurance coverage for individuals and businesses across personal lines, commercial lines, group benefits, and life & disability products.
2. Securities and Investment Advisory Services: Through FINRA-registered representatives (Series 6, 63, 65, 7, 55), the firm provides investment advisory services and securities brokerage through M Holdings Securities, Inc., earning fees for advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Fieldstone Insurance Group is an independent insurance and benefits brokerage that places personal, commercial, group benefits, and life & disability insurance coverage for clients in capital markets. The firm also offers securities and investment advisory services through FINRA-registered representatives operating under M Holdings Securities, Inc., the broker/dealer of M Financial Group. The practice is built on direct advisory relationships delivered by former Wall Street professionals and FINRA-registered advisors.

Product overview

Fieldstone Insurance Group is an independent insurance and benefits brokerage firm that offers a comprehensive portfolio of insurance services across four core areas: Personal Lines, Commercial Lines, Group Benefits, and Life & Disability insurance. The firm serves clients involved in capital markets and provides tailored insurance and benefits solutions, with a team of industry specialists and former Wall Street professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Lines
• Commercial Lines
• Group Benefits
• Life & Disability
• Securities and Investment Advisory Services
• Claims Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• M Financial GroupcoreStrategic or Co-development PartnerFieldstone Insurance Group is a member of M Financial Group, an elite consortium of independent firms. This membership provides access to exclusive resources, network opportunities, and association with a prestigious group of independent financial services firms. Jason Duffy was specifically invited to join this consortium.
• M Holdings Securities, Inc.coreStrategic or Co-development PartnerM Holdings Securities, Inc. is the exclusive, wholly owned broker/dealer of M Financial Group. Fieldstone Insurance Group's registered representatives (Jason Duffy with Series 6, 63, and 65; Thomas Troubh with Series 7, 55, and 63) operate through this entity for securities and investment advisory services. This relationship enables the firm to offer securities products alongside insurance services.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Brown & Brown, Inc. National insurance brokerage delivering personal, commercial, group benefits, and specialty coverages. Overlaps Fieldstone's full product taxonomy, but operates at much greater scale and geographic breadth through acquired member firms.
• Hub International: Large North American insurance brokerage serving commercial, personal, and benefits clients through regional offices. Relevant because it competes for the same affluent and middle-market segments Fieldstone targets, while offering broader carrier access and analytics.
• Marsh McLennan Agency: Middle-market-focused arm of global insurance leader Marsh McLennan providing property/casualty, benefits, and specialty solutions. Comparable in serving capital-markets-affiliated and wealth-management-adjacent clients, but with substantial carrier leverage and analytical resources.
• USI Insurance Services: National insurance brokerage and employee benefits consultancy organized into specialty practices (personal lines, commercial lines, benefits). Closely aligned service taxonomy to Fieldstone with comparable client types, but national in scope.
• NFP (National Financial Partners): Large diversified insurance broker and wealth/retirement advisor serving corporate, HNW, and institutional clients across personal and commercial lines. Comparable in cross-sell of insurance, wealth, and benefits, though materially larger and spanning many more geographies.
• World Insurance Associates: Fast-growing insurance brokerage built through acquisitions, serving personal, commercial, and benefits clients across the U.S. Comparable in serving HNW individuals and small businesses and in pursuing scale via producer acquisitions.

Direct peers

• Higginbotham: Independent insurance brokerage offering business, personal, and employee benefits coverage with specialist advisory teams. Comparable in being privately held, multi-line, and relationship-led while serving middle-market businesses and HNW families.
• Heffernan Insurance Brokers: Independent insurance brokerage serving affluent individuals, families, and businesses with personal and commercial lines plus employee benefits. Directly comparable scale, niche, and white-glove model, including a stated emphasis on complex HNW clients.
• Holmes Murphy: Independent insurance brokerage with a strong group benefits and HNW advisory practice, structured into specialized service teams analogous to Fieldstone's Personal, Commercial, Group Benefits, and Life & Disability lines. Compares on go-to-market and service taxonomy.

Others

• M Financial Group (member firms): Elite consortium of independent insurance and financial services firms, with M Holdings Securities as its wholly owned broker-dealer. Fieldstone is itself a member firm, so the other M Financial Group members are the closest peers in terms of positioning, services, and shared back-office infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/fieldstoneinsurancegroup
• LinkedInlinkedin.com/company/fieldstone-insurance-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fieldstone Insurance Group