With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Rob A Martin

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Rob A Martin Visit Rob A Martin's website


Our team

Praveen Yadav

Praveen Yadav

Client Service Associate