Daniel R. Martin, CERTIFIED FINANCIAL PLANNER" Certificant, CFP®
D.R. Martin and Associates

Tel: 201-479-0759
1 University Plaza Drive
Suite 412
Hackensack, NJ 07601
D.R. Martin and Associates | Financial Advisor in Hackensack ,NJ

About D.R. Martin and Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially.

Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice.

We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow.

With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".

General Information

Firm Start Year:   2002
No.of Employees:   2-4
States Licensed in:   NJ, NY, PA, SC
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Retirement Planning, Portfolio Management, 401K Rollovers, Estate Planning & Trusts, Financial Planning for Individuals


Investment Types:   Separately Managed Accounts, Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, Video Conference, At my office, Via Phone, At your office, At your home

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life, Long Term Care, Variable Annuity, Annuity
Non-Financial Organization Memberships:   Mensa International


Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250000


Bachelor of Science  William Paterson University - Wayne, New Jersey

Associate of Applied Science  DeVry University - New Brunswick, New Jersey

Daniel R. Martin

Daniel R. Martin


I began my career with Morgan Stanley in 2002. In 2013 I left Wall Street and in 2016 I started this company to better serve my clients as a fiduciary. I am a proud CERTIFIED FINANCIAL PLANNER" which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I am a lifelong investor and have been a member of Mensa International since 1988.

see more

My Services

Financial Planning for Individuals

Many of our clients were already successful savers who wanted a better way to avoid risk and stay organized over time. To make that vision a reality, we create thoughtful financial plans independent from the influence of a large parent entity or brokerage firm powered by fee-based investments for a transparent and unbiased approach to the successful achievement of your goals. To start, we review your portfolio to identify the beneficial aspects which are working for you and expose detrimental areas before they become a problem. If conflicts exist with your stated goals, we will recommend potential strategies which may be better suited for your long-term success. The pros and cons of each approach are explained in plain language using interactive charts and detailed summaries to easily understand how our guidance today can help tomorrow.

Portfolio Management

We use fee-based portfolios of professionally managed investments specialized to achieve your goals of growth, liquidity, tax savings, security, and sustainable income without unnecessary risk or speculation.

401K Rollovers

Simplify your financial life and make managing your retirement plans easy while keeping your savings growing in a tax advantaged account. 401(k) plans leave it up to you alone to navigate hidden pitfalls which can erode the value of your account and leave less income for you to spend when you leave work behind. Consolidating your old 401(k)s into a single rollover IRA can give you access to investments that are better suited to larger dollar values which can enhance the income you have to spend in retirement and make your money last.

Social Networks

tweeter facebook linkedin