Martin, Javan Von

Martin, Javan Von provides wealth management, investment management, financial planning, and retirement plan consulting and management to individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm operates as a fee‑only adviser and also offers educational seminars and speaking engagements in addition to one‑on‑one services.

The firm develops individualized investment policies and asset‑allocation targets using fundamental and cyclical analysis alongside Modern Portfolio Theory, and implements a mix of passive and active strategies; it can incorporate socially responsible (ESG) considerations at a client’s request. Client relationships may be structured as ongoing or project‑based planning and the firm manages accounts on both a discretionary and non‑discretionary basis, with the brochure reporting approximately $273 million in discretionary assets and $679 million in non‑discretionary assets under management.

Notable differences from many peers include operating as a sole‑proprietor CFP®‑led practice while overseeing roughly $952 million in total AUM, resulting in an unusually high AUM per advisor for a firm in its team category. The firm uses hourly and fixed fee arrangements rather than percentage‑of‑AUM billing and highlights public and group educational seminars as a formal service offering; the principal also discloses other business activities (rental properties and agricultural operations) that the brochure says consume about 15% of their time.