VETTED
Daniel R. Martin
AIF®, CFP®
Tel: 201-479-0759 4 Franklin Ave Suite 1 Ridgewood, NJ 07450
About Daniel R. Martin
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 have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.
About D.R. Martin and AssociatesThis 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".
See DisclosuresOur 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 Employees
States Licensed in:
NJ, NY, PA, SC
Work with the following types of clients:
Businesses, Individual Investors
Advisory Services Provided:
Portfolio Management, 401K Rollovers, Retirement Planning
Qualifications & Memberships
Insurance and Annuity Licenses:
Variable Annuity, Health, Life
Non-Financial Organization Memberships:
Mensa International
Services
Investment Types:
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Separately Managed Accounts, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:
Your Office, Email, Phone, Our Office, Your Home
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$250000
Preferred meeting methods
I provide a free initial consultation:
Yes
Education
Bachelor of Science:
William Paterson University - Wayne, New Jersey
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
20 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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