We are MB.

"Strong relationships are the foundation of high-performing teams. And all high-performing teams start with trust.”

Dave Martin

Owner

Andy Bloom

Owner
Cain Martin

Cain Martin

Associate Financial Advisor

Why Us?

Independent, Fee-Only

Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is based assets under management and disclosed up front both clear and transparent.

Comprehensive

In helping clients manage their wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.

Fiduciary

We are compensated only by our clients never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Our Process

  • Discover

    To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

  • Analyze

    Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

  • Advise and Implement

    The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

  • Monitor and Evolve

    The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.

FAQ

What is an independent financial advisor?
Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
What does being a Fiduciary mean?
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.
Where is my money kept?
In our advisory role, we never take custody of client assets. We utilize Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as the custodian of client accounts and as our primary broker. Our relationship with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC is an arm’s length transaction with no exchange of funds between Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC and us. When your account is established with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC, you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
How do I begin?
Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.
Let's Talk
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