A complete list of active advisors currently associated with Gary M. Martinez

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Gary M. Martinez primarily serves individual clients and also manages accounts for trusts, estates, pension and profit‑sharing plans, and corporate entities. The firm provides discretionary portfolio management and financial planning — including retirement and education planning and workplace 401(k) advice — and also offers hourly consultations, with fees charged on an asset‑based and hourly basis. The adviser’s investment process is driven by fundamental research and generally favors long‑term holdings while permitting limited shorter‑term trades; typical instruments include individual equities and bonds, mutual funds, and exchange‑traded funds. Accounts are managed on an individualized, discretionary basis with periodic reviews (at least annually) and client assets held at third‑party custodians rather than by the firm. A distinctive feature in the brochure is that the adviser previously offered insurance and tax services but has discontinued insurance offerings, a combination that is less common among independent solo advisers. Other noteworthy practices include a long tenure in practice since the early 1990s, an explicit policy that the firm does not vote client proxies, and the stated trade execution practice of transacting client orders before personal trades to address potential conflicts of interest.

To learn more about the advisors currently working at Gary M. Martinez, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.