About Us

About Daniel R. Martin, CFP®, AIF®.

I started this firm to give people a practical way get clarity and continue to succeed without the burdens of ongoing management and tedious administrative chores.

I have been working with people to create financial plans since 2002.  I am a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®.  I am a lifelong investor and a member of Mensa International since 1988.