Jeffrey E. Martin, CRPC
Senior Management Partner/Private Wealth Advisor
Jeffrey E. Martin provides holistic fee-based planning for high-net-worth individuals, families, businesses and professionals. Jeffrey’s primary goal is to provide a high level of service utilizing a detailed step by step process towards financial success. Jeffrey takes great pride in understanding the needs of his clients and is guided by his principles, ethics and professionalism in every stage of the process. Whether your needs are in estate planning, retirement or investment management, Jeffrey can help develop a plan towards success.
Jeffrey holds series 7 and 63 securities registrations through LPL Financial, the series 65 with Highpoint Planning Partners, along with his life & health licenses. He also holds the Chartered Retirement Planning Counselor designation (CRPC). He started is planning career at Ameriprise Financial in 2003, where for 11 years helped his clients navigate through one of the worst financial downturns in modern history.
Jeffrey is also a former touring golf professional and continues to play in various amateur events after getting his amateur status reinstated. He enjoys fishing, camping and time with his family. He is married to his kindergarten sweetheart, Colleen and they have twin boys: Jacob and Joshua.