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Timothy Dean Martin

Advisor at Upleft Asset Management — Port Angeles, WA

Updated today

Credentials

CFP®, Series 65

Experience

6 years

Location

Port Angeles, WA 98362

Upleft Asset Management logo

Upleft Asset Management

Supported

Total advisors

4

Across 2 offices

Clients per advisor

13 Very Low

Avg AUM per client

$1,017,437 High

HNW client ratio

34% Typical

About

Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.

Client services

Based on Upleft Asset Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Upleft Asset Management

General retirement planning Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial planning services up to $6,000

Percentage

$0 - $1,000,000: 0.96% $1,000,001 - $2,000,000: 0.88% $2,000,001 - $5,000,000: 0.76% $5,000,001+: 0.50%

Project-based

Up to $250 per hour for financial planning services

Other

Fee-only: Financial planning services offered hourly up to $250/hour or fixed fees up to $6,000

Location

See office

Port Angeles, WA

228 West First Street, Suite P

Port Angeles WA 98362

Advisors at this office

3

Most active in

Washington

Work history

6 years of industry experience

Upleft, LLC

2026 - Present • 1 year

Port Angeles, WA

U.S. Marine Corps

2024 - 2026 • 2 years

New Orleans, LA

Hallett Advisors

2019 - 2024 • 5 years

Port Angeles, WA

Handcrafted Financial Values

2017 - 2019 • 2 years

Portland, OR

Unemployed

2016 - 2017 • 1 year

Portland, OR

U.S. Marine Corps Reserves

2014 - 2019 • 5 years

Portland, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Earl J

Series 63, Series 65, Series 66

Port Angeles, WA

EMP Wealth Management LLC

Earl Johnson is a financial advisor at EMP Wealth Management LLC with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Morgan Stanley and Principal Securities. Outside of advising, he is a speaker and author, and serves as CEO and educator at EMP Financial Wellness, focusing on financial competency education for individuals including Native Americans. EMP Wealth Management LLC is an independent investment adviser serving individuals, high-net-worth clients, small businesses, Indian Tribes, and charitable organizations. The firm offers discretionary investment management and written financial planning with a suitability-driven, diversified approach, and provides a specialized 3(21) ERISA advisory service for owner-only corporate retirement plans.

Founder/Business Owner Retired
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Matthew M

CFP®, Series 65, Series 66

Port Angeles, WA

Upleft Asset Management

Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.

General retirement planning Cash flow / budgeting
user avatar

Joseph F

Series 66

Port Angeles, WA

FORS Financial

Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Wealth management Equity compensation tax strategy Business exit / sale strategy Charitable giving & philanthropy
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Robert Z

Series 65

Port Angeles, WA

Upleft Asset Management

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.

General retirement planning Cash flow / budgeting
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Casi F

Series 63, Series 65

Port Angeles, WA

FORS Financial

Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.

Wealth management Equity compensation tax strategy Business exit / sale strategy Charitable giving & philanthropy
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Jason W

Series 65

Port Angeles, WA

Hallett Advisors

Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.

General retirement planning
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