A complete list of active advisors currently associated with Martin, Marcus

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

The firm provides financial planning and related advisory services primarily to individuals and families and, more recently, to not‑for‑profit entities, small businesses, and trusts. Services focus on reviewing client financial circumstances and producing tailored written recommendations on topics such as cash flow and budgeting, debt management, retirement readiness and withdrawal strategies, college savings, and insurance evaluation. The adviser’s investment guidance emphasizes broad diversification and long‑term, buy‑and‑hold allocations implemented with low‑cost passive index mutual funds and ETFs, and each engagement is tailored to the client’s circumstances. The firm does not accept custody or discretionary trading authority, generally completes the engagement when the plan is delivered, and provides ongoing or periodic portfolio reviews only at a client’s request. Notably, the firm does not provide portfolio management for individual client accounts and does not charge percentage‑of‑assets fees—features that are uncommon among independent advisory practices. The firm is fee‑only and invoices clients for advice rather than deducting fees from accounts, reports no assets under advisement, and is led by an adviser with a legal background and prior business experience.

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