How We Serve Our Clients

Tailored investment management
Financial Planning & Advice
Institutional Services
Martello Investments, LLC is a wealth management and advisory firm serving high net worth families and individuals, retirees, and institutional investors. We are a fee-only advisor that is independently owned and operated, which means we aren't beholden to a Wall Street bank and don't sell products on commission.

Your financial future is our only priority. Our mission is to help clients grow and protect wealth so they can accomplish their goals, be it a satisfying retirement, charitable pursuits, or generational wealth building. We also help institutional investors meet their fiduciary obligations through consulting and outsourced CIO services.

The Martello Difference

It’s hard to trust a financial advisor that sells you a product for a commission. You deserve better. Our many years of experience have taught us that the financial advisory and consulting industry is broken. Many of the largest firms associated with banks and Wall Street brokerage houses are bound to a limited subset of investment strategies, rife with conflicts of interest and excessive fees.

Martello is a fee-only advisor and fiduciary, which means we always put your needs first. We value our personal relationships with our clients. We strive to provide objective advice, transparency, and purpose-built investment portfolios. You also receive constant care and attention from our experienced team, giving you the confidence to live life to the fullest while we steward your hard-earned wealth.

Company Insights