A complete list of active advisors currently associated with Martos Wealth Management

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

Martos Wealth Management is a fee‑only advisory firm that offers financial planning, investment management, and retirement plan consulting to employer plan sponsors, businesses and individual clients. Its brochure emphasizes written financial plans, ongoing portfolio supervision, and notes that retirement plan consulting was added as a service in its most recent annual update. The firm implements portfolios primarily via model portfolios provided by outside managers and an institutional platform (including a sub‑advisory relationship with Focus Partners Advisor Solutions and custody arrangements through Schwab or Fidelity), applying modern portfolio theory and a mix of passive and active strategies. Martos also offers customized options such as ESG/socially responsible mandates and direct‑indexing, conducts quarterly account reviews, and operates with discretionary trading authority when authorized. Noteworthy features include a relatively small, selective client roster and a stated $750,000 account minimum, which together suggest the practice is not structured to serve smaller retail (non‑HNW) investors and has been positioning toward plan and business clients. The principal’s combination of professional credentials (CFP®, CIMA®, CDFA®, CSRIC®) and the firm’s use of sub‑advisory model portfolios and institutional custodial relationships distinguish its operating model from many peers of similar scale.

To learn more about the advisors currently working at Martos Wealth 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.