Broker Check

Professional Investment Management & Advice

The financial advisors at Martin Tax & Financial Services believe in helping our clients invest with confidence so that they can pursue their financial goals. We offer a number of investment services and products, with a strong focus on tax-smart strategies.  We focus on fee-based, wealth management services, allowing us to serve our clients in a fiduciary capacity.

Our financial advisors will help you choose an investment strategy that aligns with your personal circumstances and goals.  In designing a strategy for you, we will do so with the dual goals of increasing your returns while mitigating as much risk as possible. When it comes to fees, we will take the time to explain all of the fees applicable to each of your investment options. Our team is ready to assist with your investment needs. 

Asset Allocation, Risk Management & Wealth Management

Asset Allocation, Risk Management & Wealth Management

Investments can be confusing and trying to manage them on your own can be stressful.  You need someone on your side who can help you select and manage your investments in way that is compatible with your tax situation and your long-term goals.  We're here to help. 

Through our wealth management service, we provide clients with ongoing management of their investments.  If you're not interested in choosing which mutual funds, stocks, bonds or other investments you want to own and/or you're not comfortable selecting the asset allocation appropriate for your portfolio, you may be well-suited for our wealth management services.  You maintain control over the big picture, such as the level of risk you take and the overall strategy we use; then we manage the account, making trades as appropriate, in accordance with those big picture objectives.  This approach to investing helps take the pressure off of you.

Meet Our Investment Professionals

Visit Our MTFS Markets Center for the Latest Information on the Markets and Investing

MTFS Markets Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a Question?

Thank you!
Oops!

Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



Thank you! Oops!