A complete list of active advisors currently associated with Martin Capital Planning
Warmer can help you find a great advisor at Martin Capital Planning or one who fits your needs even better.
Martin Capital Planning provides portfolio management, financial planning, and pension consulting to pension and profit‑sharing plans as well as individual and high‑net‑worth clients. Like many investment managers, the firm charges asset‑based advisory fees for ongoing portfolio and pension services. The firm documents client goals and risk tolerances in Investment Policy Statements and offers both discretionary and non‑discretionary management, using a mix of analytical methods (fundamental, quantitative, technical, charting, cyclical, and modern portfolio theory) and both long‑ and short‑term trading. Investment advice is generally focused on mutual funds, ETFs, fixed income, annuities, private placements and venture capital, with portfolio monitoring and reallocation guided by stated risk profiles. Noteworthy distinctions include an explicit pension consulting practice for employer retirement plans — including written plan documents, manager recommendations and ongoing monitoring — which is relatively uncommon for firms in this category. The firm’s principal is a licensed insurance agent who may receive compensation for insurance product sales (a disclosed conflict of interest), and the firm also offers hourly‑billed financial planning; the advisor is newly established and currently reports no assets under management.
To learn more about the advisors currently working at Martin Capital Planning, 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 |
|---|---|---|
East Longmeadow, MA
| 7
|
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