A complete list of active advisors currently associated with Martin Financial Management

Warmer can help you find a great advisor at Martin Financial Management or one who fits your needs even better.

The firm provides personalized, confidential financial planning and investment management to individuals, trusts, and estates through comprehensive financial plans, ongoing investment advisory, retainer wealth oversight, and hourly modular engagements. As a fee‑only registered investment adviser, it uses standard billing arrangements (percentage‑of‑assets, fixed fees, and hourly rates) and focuses on portfolio management for individual clients. Portfolios are managed using a strategic asset allocation with a core‑and‑satellite approach—passive index funds as the core and selectively chosen active funds or individual securities in satellite positions—together with global diversification across mutual funds, ETFs, stocks, and bonds. The adviser operates predominantly on a non‑discretionary basis, typically recommending trades and obtaining client consent (while sometimes using a limited power of attorney to place trades), and clients retain custody and proxy voting rights with custodians providing account statements. A distinctive feature is the firm’s concentration of assets under non‑discretionary management — the brochure reports about $62 million managed on a non‑discretionary basis across a relatively small client roster, which yields a comparatively high asset‑per‑client profile versus many peers. The firm also specifies it does not accept commissions or sell financial products, offers a retainer option for oversight without trading, and provides modular hourly planning services.

To learn more about the advisors currently working at Martin Financial Management, 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.