Schedule a no strings attached, no pressure, 
free consultation with the Martello team.

This free consultation will give us both a chance to make sure that there is a fit between your needs and our expertise.

How Do I Know If I’m a Good Fit?

Though we have clients at various stages of life and wealth building, we typically work best with those that have:

long-term mindset

We are not focused on weekly or monthly fluctuations, but seek to build and protect wealth over the long-term.

assets to invest

We work best with individuals and families with at least $250,000 in investment and retirement assets.

desire to delegate

Clients that want us to help manage their financial futures so they can focus on what they enjoy.

With You Every Step of the Way

Step down the path to securing your financial future


Intro: Free

A 15 minute intro call will allow us to get to know each other, learn more about your current situation, and determine whether we are a good fit for you.

the Team

The next step is a virtual or in-person meeting with our team. During this meeting, we will have a deeper discussion surrounding your financial goals and concerns you have. We may request some information that will help us understand your financial picture.


We take a deeper dive into your investments, looking closely at costs. The Free Fee Review will give you a clear picture of the impact of fees on your wealth over time and potential opportunities to reduce fees through cost-efficient investments.


We use what we learned about your financial picture to help you understand how we can help. We present a roadmap with your goals in mind. If there are worries keeping you up at night, we let you know how we plan on addressing them.

About It

Our most successful client relationships are built over years. We are not looking for you to commit until you are comfortable. You should take time to consider our recommendations and whether you would like to work with our team.


We are thankful for the trust our clients have in us. If you decide to become a Martello client, we will work with you and your current financial professionals to ensure a seamless transition.