One University Plaza Suite 412
Hackensack, NJ 07601


(201) 479-0735

About Us

Hi, I'm Dan Martin, CFP®, AIF® and founder of the firm,

I started this company to give people a practical way to get the clarity they needed to know exactly what had to be done at key points over time to succeed financially.  Whether you are a busy person who wants to know everything is running smoothly or a do-it-yourself investor who needs an objective way to measure progress, I am confident you will find the support you need here. 

Our flexible approach gives you the option of investment management to ensure there is nothing standing between you and a clear plan of action executed over time or a smart solution to any question.  The services offer you the versatility to choose how we work together either on demand or continuously to stay in control of your total financial picture and access fiduciary advice without a long-term commitment or having to move your accounts.

I created a way to get straight answers for financial questions big or small to easily understand more about your situation and eliminate the stress associated with financial decisions.  We use the latest tools to convey and simplify the abstract concepts of planning into simple concrete steps with detailed summaries showing how acting now will improve outcomes tomorrow.  Regardless of where your investments are held, with top credentials and years of hands-on experience, we have what it takes to empower you for continued success your way.

About Dan Martin, CFP®, AIF®

I began my career at Morgan Stanley in 2002.  I left Wall Street in 2013, and in 2016 I started this company.  I am a proud CERTIFIED FINANCIAL PLANNER™ which is considered to be the highest standard of ethics and competency.  I have over sixteen years of real world, professional experience successfully achieving goals using investments and financial plans.  I am a lifelong investor and have been a member of Mensa International since 1988.  


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck