McInnes Group, Inc.

What McInnes Group, Inc. does

McInnes Group, Inc. is a privately held, family-controlled insurance and financial services agency headquartered in Prairie Village, Kansas (3500 W. 75th Street, Suite 200). Founded in 1980 by J. Duncan McInnes IV and now led by his son Matt McInnes as President & CEO, the firm operates through two wholly-owned subsidiaries—McInnes Maggart Consulting Group, LLC (benefits consulting) and McInnes Wealth Management, LLC (wealth and retirement services)—and has been a Member Firm of M Financial Group since August 2016. The company sells employer-sponsored health care plans (fully insured, partially self-insured, self-insured), ancillary group benefits (dental, life, disability, vision, long-term care, voluntary), individual insurance and Medicare supplements, retirement plan services for 401(k)/403(b)/457/Cash Balance plans, and wealth and executive benefits (buy-sell, succession, SERPs, COLI/BOLI, estate planning).

The firm distinguishes itself through a consultative, sales-led go-to-market led by Executive Sales Consultants and a VP of Business Development, targeting large and mid-size employers as the primary segment, with specialized verticals in K-12 education and high-net-worth individuals/executives served through the M Financial network. Its core technology is EasyApps Online, a web-based insurance application platform that lets employees fill out one form and auto-populates data into unlimited carrier-specific applications, paired with the proprietary C.E.O. Model (Company, Employees, Owners) methodology for strategic benefit planning. Revenue is generated from commissions on insurance products, fee-based benefits consulting, retirement plan services, and securities/wealth advisory through M Holdings Securities (FINRA/SIPC). Pricing is quote-based and not publicly disclosed. Auxiliary marketing channels include a content-rich website, the Benefits Buzz email newsletter, community involvement (e.g., American Heart Association Heart Ball, Kansas Association of School Boards), and a Chiefs football podcast co-hosted by VP of Business Development Shawn Barber. No AI/ML capabilities, external funding, or M&A activity are reported in the available data.

McInnes Group is independently owned and operated with no parent company; ownership is concentrated in the McInnes family, with Duncan McInnes serving as Chairman and Matt McInnes as President & CEO. The firm markets "well over 200 years of collective experience" across its team, employs 11–50 people, has an actively publishing 2026 compliance and outlook cadence, and reports a regional Kansas City concentration with a national client base extended through the M Financial Member Firm network.

Name

McInnes Group, Inc.

Legal name

McInnes Group, Inc.

Website

https://mcinnesgroup.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

11–50 employees

Short description

McInnes Group, Inc. is a privately held, family-controlled insurance and financial services agency in Prairie Village, Kansas, providing employer-sponsored health, ancillary, retirement, and executive/wealth benefits to large and mid-size employers, K-12 districts, HNW individuals, and SMBs through subsidiaries and an M Financial Group affiliation.

Ownership category

akta.pro rank

Product category

Employee Benefits Insurance Services

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Insurance Program Administration & MGA/MGU Services (FSAEADAK)

akta.pro secondary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Employee benefits consulting
• Group health insurance
• Retirement plan services
• Wealth management solutions
• Benefits brokerage services

Headquarters

HQ city

Prairie Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Product Sales & Commissions: Revenue generated from commissions on insurance products sold including health, life, disability, long-term care, dental, and vision insurance. Products offered include fully insured, partially self-insured, and self-insured employer plans. Securities and investment advisory services offered through M Holdings Securities, Inc., member FINRA/SIPC.
2. Benefits Consulting & Advisory Services: Fee-based consulting services including complete benefit plan reviews, compliance audits, plan cost analysis, acquisition analysis, alternative funding programs, and managed care coordination. Services provided to employers of all sizes including associations.
3. Retirement Plan Services: Services for 401(k), 403(b), 457, and Cash Balance Plans including plan implementation, fiduciary oversight, vendor benchmarking, investment due diligence, and employee education.
4. Financial Services & Wealth Solutions: Buy-sell planning, exit planning, succession planning, nonqualified plans, SERPs, COLI, BOLI, estate planning, wealth transfer planning, and key executive compensation strategies for high net worth clients and closely held corporations.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

McInnes Group is a boutique insurance and financial services agency that designs, distributes, and administers employee benefits programs (health, dental, life, disability, vision, long-term care), retirement plans (401(k), 403(b), 457, Cash Balance), and wealth management/financial solutions (estate planning, executive compensation, COLI/BOLI) for employers, K-12 school districts, and high-net-worth individuals. Services are delivered through subsidiaries McInnes Maggart Consulting Group, LLC and McInnes Wealth Management, LLC, supported by the proprietary EasyApps Online enrollment platform and the C.E.O. Model strategic planning framework.

Product overview

McInnes Group, Inc. is a boutique insurance and financial services agency offering a comprehensive portfolio of products through its integrated platform approach. The core offerings include EasyApps Online (a web-based insurance application tool) and the C.E.O. Model (strategic benefit planning methodology). The portfolio encompasses Employer Sponsored Health Care Plans (Fully Insured, Partially Self-Insured, Self-Insured, HSAs, HRAs), Ancillary Group Benefit Plans (Dental, Life, Disability, Vision, Long-Term Care, Voluntary Benefits), Financial Services (wealth management, estate planning, executive compensation), Individual Insurance Products, and Retirement Plan Services. The company also provides Benefit Consulting Services for compliance and plan analysis. The organization includes subsidiaries McInnes Maggart Consulting Group, LLC and McInnes Wealth Management, LLC, and operates as a member firm of M Financial Group.

Differentiator

Problem solved

Functional benefit

Products and services

• EasyApps Online A web-based insurance application platform that allows employees to complete one simple application, with their information automatically populating into an unlimited number of carrier-specific applications. Employee data is stored securely so that next year's enrollment is reduced to updating pre-populated information. Built and used by McInnes Group to streamline group benefits enrollment for employer clients.
• C.E.O. Model (Shaping the Future) A strategic benefit planning methodology (acronym for Company, Employees and Owners) that delivers diagnostic and consultative approaches to creating benefit plans producing long-term strategic value. Used by McInnes Group to advise employers on benefit plan design balancing company cost, employee coverage, and owner objectives.
• Employer Sponsored Health Care Plans Comprehensive health insurance solutions including Fully Insured, Partially Self-Insured, and Self-Insured plans, plus Health Savings Accounts (HSAs) and Health Reimbursement Arrangements (HRAs), distributed to employer clients through McInnes Group.
• Ancillary Group Benefit Plans Supplementary employer benefit packages including Dental, Life, Short- and Long-Term Disability, Vision, Long-Term Care, Section 125 Cafeteria Plans, Voluntary Employee Benefits, and Group Life Carve-Out Plans.
• Benefit Consulting Services Professional advisory services covering Complete Benefit Plan Reviews, Plan Cost Analysis, Acquisition and Multi-Location Analysis, Compliance Audits, Alternative Funding Programs, Managed Care Plan Coordination, and Employee Communication Services, delivered to employers of all sizes and associations.
• Retirement Plan Services Retirement plan administration and management for 401(k), 403(b), 457, and Cash Balance Plans including Plan Implementation, Fiduciary Oversight, Vendor Benchmarking, Investment Due Diligence, and Employee Education.
• Financial Services Wealth and estate planning products including Buy-Sell Planning, Exit Planning, Succession Planning, Nonqualified Plans, SERPs, Life Insurance Retirement Plans, COLI, BOLI, Private Placement Insurance, Premium-Financed Life Insurance, Estate Planning, Wealth Transfer Planning, Disability Combo Plans, and Key Executive Golden Handcuff Plans. Targeted at high net worth clients and closely held corporations. Securities offered through M Holdings Securities, Inc., member FINRA/SIPC.
• Individual Insurance Products Personal insurance coverage options including Individual and Family Health Coverage, State Insurance Pool Coverage, Temporary Health Coverage, Travel Health Coverage, Medicare Supplements, Disability Insurance, Critical Illness, and Life Insurance.

Quantifiable outcome

• One of the largest locally owned full service benefits firms in the region
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• M Financial GroupcoreStrategic or Co-development Partner · 1 August 2016In August 2016, McInnes Group affiliated as a Member Firm of M Financial Group, one of the nation's premier financial services design and distribution companies. M Financial brings together independent Member Firms supported by carrier partners to deliver innovative solutions, client advocacy, and exclusive products. McInnes Group operates as a boutique agency within this network while accessing exclusive insurance products, wealth solutions, and executive benefits capabilities for serving HNW clients.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• OneDigital: One of the largest U.S. employee benefits-focused brokerages, serving mid-market and large employers with health, retirement, and wealth services. Closest direct competitor to McInnes Group in business model, customer segment, and product mix, though at significantly greater scale and backed by private equity (GTCR, Blackstone).
• Lockton: Largest independent (privately held) insurance brokerage in the world, with deep employee benefits and retirement practice. Direct peer in the 'large privately held benefits broker' category McInnes references when describing itself as one of the largest locally owned agencies in its region.
• USI Insurance Services: Major U.S. insurance brokerage with a strong middle-market employee benefits practice. Competes directly with McInnes for the same large/mid-employer benefits RFPs and offers comparable property/casualty, benefits, and retirement services.

Broad incumbents

• Brown & Brown: Large publicly traded insurance brokerage with significant employee benefits and wealth management segments. Competes for the same mid-market and large employer benefits accounts, with an aggressive acquisition strategy that historically targets agencies in McInnes' size range.
• Hub International: Large North American insurance brokerage with a substantial employee benefits practice and active acquirer of mid-sized regional agencies. Represents a likely acquirer profile for a firm like McInnes in any future transaction.
• Marsh McLennan Agency: Middle-market-focused arm of Marsh McLennan, one of the world's largest insurance brokerages. Offers employee benefits, retirement, and wealth services comparable to McInnes but as part of a much broader global platform.
• Alliant Insurance Services: Specialty insurance brokerage with a sizable employee benefits and financial services group. Competes with McInnes for mid-market and public-sector benefits accounts, and has grown significantly through acquisition of regional agencies.
• Arthur J. Gallagher: Top-5 global insurance brokerage and risk management firm with substantial employee benefits consulting and brokerage. Competes across virtually every segment McInnes serves, with a public-company balance sheet and far greater technology investment capacity.

Emerging players

• Nava Benefits: Tech-enabled employee benefits brokerage targeting small and mid-sized employers with a modern digital platform plus traditional brokerage service. Represents the most plausible technology-driven disruptor to McInnes' traditional mid-market benefits model.

Others

• M Financial Group: The Member Firm network of which McInnes Group is a part. Not a competitor but a strategic distribution and product partner; relevant as an ecosystem participant that influences McInnes' product set, HNW access, and competitive positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/mcinnesgroup
• Facebookfacebook.com/mcinnesgroupinc
• LinkedInlinkedin.com/company/mcinnes-group-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries2 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 McInnes Group, Inc.