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 know exactly what had to be done at key points over time to succeed financially.  

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.  We give you total versatility to choose how we work together to stay in control of your total financial picture and access fiduciary advice.

I created a way to to easily understand more about your situation and then stay on track to success for the long term.  I simplify the abstract concepts of planning into simple concrete steps which summarize how acting now will improve outcomes tomorrow. 

Regardless of where your investments are held you can access top tier planning and experienced guidance without pressure to move your accounts or say "yes".

About Daniel R. Martin, CFP®, AIF®

I began my career at Morgan Stanley in 2002.  In 2013 I left Wall Street and in 2016 I started this company to better serve my valued clients as a trusted fiduciary.  I am a proud CERTIFIED FINANCIAL PLANNER™ which is considered to be the highest standard of ethics and competency.  I am also an Accredited Investment Fiduciary®.  I am a lifelong investor and have been a member of Mensa International since 1988.  

Have Questions?

Ask us anything!  That is the best way to find out how we can help.  If we aren't the firm for you we will happily point you in the right direction.