Martin Wealth Management, LLC

Registered Investment Advisor

About Martin Wealth Management

Martin Wealth Management was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money. Financial Life Planning from Martin Wealth Management begins with this assumption and focuses on your values and dreams. We utilize concepts and processes developed by George Kinder – known as the “Father of Financial Life Planning.”

A member of the Alliance of Cambridge Advisors

Financial Life Planning

Martin Wealth Management is Registered as an Investment Advisor in the State of Colorado. Steve Martin is Registered as an Investment Advisor Representative in the State of Colorado.

Financial Life Planning

Financial Life planning is a discovery process that focuses on who the client is instead of just on what they have. It is a model where advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.

Services Offered

Our primary services are:

Comprehensive Financial Life Planning
Philanthropy & Legacy Planning

We also offer:

Budgeting & Cash Flow Assistance
Education / College Planning
Family Wealth Planning (VLTFP)
Retirement Planning
401K / 403B Consulting
Divorce Financial Planning
Benefits Reviews
Portfolio Reviews

Specialties

Comprehensive Financial Life Planning
Alzheimer's
VLTFP
Generational Dynamics
Charitable Giving
Values Transfer
Youth Education

Our Process

Martin Wealth Management is a values-based financial planning firm. We follow a 5-step process developed by George Kinder of the Kinder Institute which includes exploration, vision setting, identification of obstacles and implementation assistance. Educating the client and active client participation are essential parts of the process every step of the way.

Team

Steve Martin

Registered Investment Advisor Representative for Martin Wealth Management (a Registered Investment Advisor)
MBA – Smeal College of Business (The Pennsylvania State University - emphasis in Quantitative Analysis)
Member of the FPA (Financial Planning Association
Graduate of George Kinder Seven Stages of Money Maturity Program
Student of the College for Financial Planning Certified Financial Planner (CFP) Program
Member – Nazrudin Project – a "think-tank" group devoted to understanding the human and spiritual aspects of money and personal finance.
Licensed Investment Advisor Representative (Series 65 Exam)

Our Pledge to You

To always act in your best interest.
To work with you to develop and implement a plan that will allow you to optimize your assets to live the life you desire.
To help you “Lead a Full Life and Leave a Legacy.”
To give a percentage of all profits received to local charity.
To adhere stringently to the FPA Code of Ethics

”A good plan is like a road map: it shows the final destination and usually the best way to get there."
H. Stanley Judd

Investor Center About Martin Wealth Management Client Center Contact Us
Steve Martin steve.martin@mwm3.com 970-443-1873
Martin Wealth Management is Registered as an Investment Advisor in the State of Colorado. Steve Martin is Registered as an Investment Advisor Representative in the State of Colorado.

About Us

Why Hire a Financial Advisor?
Most people are not financial experts, yet increasingly individuals are in charge of their own financial futures. Most are aware that planning is critical but don’t have the time or the expertise to develop a plan and make the needed financial decisions. Steve works as your partner in the planning process, helping you to enjoy your life more today while building the future you desire.

What Makes Steve Martin Different?

Fee-only commitment: our compensation is never contingent on the outcome of any financial transaction you make. We accept no commissions. Our only compensation is what you pay us directly.
Holistic approach to planning: all the financial areas of your life, including taxes and real estate, are integrated in one overall, comprehensive plan.
Focus on client education: education is our number one priority. We take the time to make sure you understand our advice.
Full-service retainer: with this open-end retainer, you may visit or call anytime in addition to your scheduled appointments, at no extra cost. (For less extensive planning needs, a variety of affordable retainer options are available.)
Complimentary initial consultation: call or email us to schedule a meeting for us to review your situation and develop a proposal.

What is the Cambridge Client Pledge?
As a member of the Alliance of Cambridge Advisors, I have pledged to my clients to be:

Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
Independent in compensation. I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
Committed to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.

Professional Affiliations

Alliance of Cambridge Advisors
NAPFA-Registered Investment Advisor
Registered Investment Advisor with the State of Colorado
Financial Planning Association

Education and Experience

Certificate in Personal Financial Planning, College of Financial planning
MBA, ....
BS, US Air Force Academy