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Our creative planning process allows our clients to visualize all their financial decisions in one place, so that they maximize their own potential in all 3 phases of the wealth building journey. His practice caters to physicians, business owners, and executives that are looking for more strategic planning.
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Marty is a registered representative with HTK, and holds his series 7, 63 and 66 securities registrations.
Marty and his team excel at bringing complex concepts down to easy fundamental conversations regarding business succession, asset transfer, insurance, and investment analysis. Marty’s teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service. He has effectively created a team that supports him with investing, estate planning, group benefits and insurance. His corporate and entrepreneurial experiences allow his clients to gain insightful and valuable advice in their financial decision making processes.Īttention to detail, good listening skills and great empathy are symbols of Marty’s appreciation for his clients.
Marty began his career as a financial services professional following the sale of his business in 2001. He is active is his church community, is an avid golfer, and has a passion for Standardbred horses. He resides in Canonsburg, PA with his loving wife Jennifer, and their children Joshua, Nicholas, and Lauren.
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