We are dedicated to providing investment management and strategic wealth planning that is right for you!

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

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A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

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Services

 

Social Security

Every one knows about Social Security, right? Get to 62 years old and start collecting, right? Maybe, but probably not. Social Security provides many different benefits:
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Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a confident retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you work toward your financial goals.
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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
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Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
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Our Team

Frank Martin

Frank began his career in the financial services industry in 2004. As a Financial Advisor Frank helps individuals and businesses create personalized financial plans, develop investment strategies and manage their portfolios. Prior to joining LPL Financial he spent 18 years at Merrill Lynch in Chicago.

Frank earned his bachelor’s degree from the Illinois Institute of Technology and began his career as a Systems Engineer at IBM in 1989. After seven years he returned to the University of Notre Dame where he earned his MBA. He holds the Certified Financial Planner (CFP®) and the Registered Social Security Analyst (RSSA®) designations, the Series 7 and 66 security licenses and life insurance license.

Frank is committed to staying knowledgeable about the issues that affect his clients and strives to be a resource to his clients for all financial matters.

We help build, manage, preserve and transition wealth for anyone!

Recent Blogs

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How Hindsight Bias Hurts Investors

Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With...