Martin Financial Group was established in 1980 in response to client requests for independent and unbiased professional wealth planning and business advice. Gean Martin was the founding principal and was joined by his two sons, Tony and Todd, in 2001 and 2003 respectively. Today, our team of dedicated professionals is focused on supporting and guiding our clients through a unique combination of business, finance and tax expertise.
As a strategic partner, and typically the quarterback of our client’s team of advisors (which may include your attorney, CPA, Trust Officer, etc.), we work to anticipate and solve financial issues while providing the professional guidance necessary to obtain the clarity needed so you can pursue your goals with confidence.
It is important to note that we are an independent financial planning firm. It means our only fiduciary responsibility is to you. We have the ability to offer a wide range of financial, investment, and insurance products. We are here to create your financial blueprint for the rest of your life. That’s why successful people seek out high quality consultants, not product salespeople. When it is time to talk about creating your specific strategies, know that M3 Advisors is here for you. When it’s time to talk about products that are the outcomes of your strategies, know that Martin Financial Group has access to all major providers and evaluates these providers on a routine regular basis.
Perhaps most importantly, our strongest differentiation factor is our ability to enhance our client’s outcomes by providing advice about how these products and services can best be configured and integrated to meet your objectives.