Martin Wealth Management

Our team has adopted Doug's conservative investment philosophy: we invest for the long-term seeking steady growth and/or income while respecting your personal risk tolerance.  We believe in disciplined (or better yet, automated) savings plans, in staying invested, and in using dollar cost averaging. We recommend that you make changes to your investments based on what is going on in your own life – if your goals change or there is a material shift in your personal or financial circumstances.  We do not focus our energy on trying to correctly "time the market", as current events and short-term pricing fluctuations are simply outside of our control.  Sometimes the most impactful move that we can make is not making a move at all: we have found that having the confidence to stay the course during times of uncertainty is the key to avoiding the trap of "buying high and selling low".  Finally, we do not believe in being a "home run hitter" as invariably this type of advisor tends to have more "strike outs".  We believe that when dealing with something as intensely personal and valued as one’s financial future, there is no room for "strike outs". 

You can expect to have regular meetings during which we discuss much more than simply your account performance.  We want to know where – and with whom – you see yourself in five years, ten years, and twenty years.  We want to know what you want your money to do for you and what you envision retiring to when that time comes.  Your life and your finances are invariably intertwined; to ask you to open up more than just the books requires the basis of trust.  We strive to be worthy of clients' trust by investing our clients’ capital as carefully as we do our own.  We commit to telling the plain, unvarnished truth all the time, sometimes when you may not want to hear it.  Finally, we will not tell you that we can do something we cannot, nor will we tell you we are going to do something, and then not do it.