STRICTLY "FEE-ONLY"
WE ARE ADVISERS NOT SALESPEOPLE...UNLIKE MANY OTHER LEADING FINANCIAL PLANNING FIRMS WE OPERATE STRICTLY ON A FEE-ONLY BASIS. NO COMMISIONS MEANS NO SALES PRESSURE AND SINCE WE ARE EXCLUSIVEY PAID BY YOU ...YOU ARE ASSURED THAT OUR ADVICE REMAINS UNTAINTED.
WE ARE FIDUCIARIES
AS REGISTERED INVESTMENT ADVISERS& MEMBERS OF NAPFA, WE ARE SWORN TO A FIDUCIARY STANDARD WHERE WE PROMISE THAT THE ADVICE WE GIVE IS SOLEY IN YOUR BEST INTEREST--NOT OURS.
EXPERIENCED & SEASONED ADVICE
EVERY CLIENT ACCOUNT IS PERSONALLY MANAGED BY MITCHELL MARTIN, A CERTIFIED FINANCIAL PLANNER, AND NAPFA REGISTERED FINANCIAL ADVISER WHO HAS BEEN PROVIDING FINANCIAL PLANNING & INVESTMENT ADVICE FOR OVER 20 YEARS. MITCHELL RECEIVED A MASTER'S IN FINANCE DEGREE FROM MIT'S SLOAN SCHOOL OF MANAGEMENT AND AN UNDERGRADUATE DEGREE FROM THE UNIVERSITY OF CHICAGO.

WE'VE BEEN PROVIDNG FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES SINCE 1991 WITH THE SOLE PURPOSE OF PRESERVING AND ENHANCING OUR CLIENT'S WEALTH WITH ADVICE THAT IS TRULY UNBIASED AND FREE OF CONFLICTS OF INTEREST.

THE GREAT MAJORITY OF OUR CLIENTS HAVE BEEN WORKING WITH US FOR OVER A DECADE, AND THEY DEPEND ON US TO FULLY UNDERSTAND THEIR FINANCIAL NEEDS, AND TO UTILIZE OUR EXPERTISE TO HELP THEM SELECT THE STRATEGIES AND INVESTMENTS THAT WILL BEST SERVE THEM.

  • AS YOU GO ABOUT THE PROCESS OF SELECTING YOUR FINANCIAL ADVISER, WE ENCOURAGE YOU TO SPEAK TO SOME OF OUR LONG-STANDING CLIENTS TO SEE FOR YOURSELF-- HOW WE'VE EARNED THEIR TRUST AND IMPROVED THEIR FINANCIAL LIVES.