Owner and founder Charles Martin began his career in finance in 1969, and through the years has built a solid
reputation working with his clients and in the community. His experience and knowledge as a creative and dynamic Financial Planner has led his one-man business to grow into the organization we are today. Our clients now have exclusive access to a truly integrated group of individuals, including 6 in-house professionals, 7 support staff, and a network of resources at our fingertips. The scale of our business, while continuing to grow, allows us to dedicate as much time and expertise as possible on what we love and do best – working with our clients.