In The Media

We help individuals and families pursue their financial goals.

Michael’s extensive financial experience and knowledge has been featured in numerous publications. You can view some of them by clicking the links below.

To Retire, Mind Your P’s: Purpose, Planning And Procrastination

Focusing on those three basic concepts will keep you out of trouble, even if you're in the “retirement red zone.”

It’s Time To Flip Your Financial Focus

These 5 often-overlooked issues could make or break your retirement.

Investors Should Rethink Old Buy And Hold Stock Strategy

Should you stay or should you go? In today’s market environment, investors need to be ready to move.

Wall Street Journal - Voices: Michael Martin, On A Personal Investment
Index For Clients

It is all about getting clients to stick to their financial plans regardless of market performance

Forget Automated Portfolio Tools:

Your Golden Years need a Committed Advisor

Looking at the Big Picture Blueprint®: Holistic Financial Planning

Do you have a successful long-term financial plan?

Ready to Plan for the Future?

If you’d like to learn more about what we can do for your financial future, schedule a meeting or register to attend one of our seminars or webinars.

As seen and published in

To Retire, Mind Your P’s: Purpose, Planning And Procrastination

It’s Time To Flip Your Financial Focus

Investors Should Rethink Old Buy And Hold Stock Strategy

Wall Street Journal - Voices: Michael Martin, On A Personal Investment
Index For Clients

Forget Automated Portfolio Tools:

Looking at the Big Picture Blueprint®: Holistic Financial Planning

Ready to Plan for the Future?

Send us a Message

In the Media

As seen and published in

To Retire, Mind Your P’s: Purpose, Planning And Procrastination

It’s Time To Flip Your Financial Focus

Investors Should Rethink Old Buy And Hold Stock Strategy

Wall Street Journal - Voices: Michael Martin, On A Personal Investment Index For Clients

Forget Automated Portfolio Tools:

Looking at the Big Picture Blueprint®: Holistic Financial Planning

Ready to Plan for the Future?

Send us a Message

Wall Street Journal - Voices: Michael Martin, On A Personal Investment
Index For Clients