A complete list of active advisors currently associated with Martello Retirement and Wealth, LLC
Warmer can help you find a great advisor at Martello Retirement and Wealth, LLC or one who fits your needs even better.
Martello Retirement and Wealth is a fee-only advisory firm that serves individual and high‑net‑worth clients, with a particular focus on those nearing or in retirement. The firm offers comprehensive financial planning and portfolio management covering retirement, tax, estate, insurance, and investment planning, delivered by a two‑advisor team managing roughly $34 million in client assets for a very small client base. The firm follows a planning‑first philosophy that makes comprehensive financial planning the foundation for any investment relationship, rather than treating planning as an optional add‑on. Martello provides both discretionary management and nondiscretionary portfolio monitoring, but most client assets are held in nondiscretionary arrangements; it also uses rules‑based, quantitative strategies implemented predominantly with ETFs and may recommend private funds only to qualified clients. Distinctive elements include the firm’s uncommon reliance on nondiscretionary AUM—clients typically retain final trading authority—and its policy of not accepting clients who want asset management without the planning process. The two‑advisor team brings advanced professional credentials (including CFP® and CFA® among other designations) and institutional investment experience that inform the firm’s tax‑aware, retirement‑focused planning and monitoring approach.
To learn more about the advisors currently working at Martello Retirement and Wealth, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Virginia Beach, VA
| 9
| |
Virginia Beach, VA
| 9
|
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