Mission: We support and empower individuals, families, and businesses to meet their financial objectives by giving well thought-out, precise options and solutions.
Core Values
- We conduct ourselves with an ownership mentality.
- We focus on long-term success, not short-term gain.
- We go the extra mile and dig deeper for our clients
- We do what’s right and right by our clients
- We commit to honing and excelling our craft.
- We embrace differences.
- We lead with optimism.
Core Competencies
- Crafting comprehensive plans to drive company vision
- Ensuring optimal allocation of company resources
- Securing beneficial agreements for business growth
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Managing strategic capital allocations
- Developing precise financial projections
- Enhancing profitability and value
Vision: We seek to re-image the way financial plans are designed, built, supported,
and measured where everyone is armed with all of the arrows needed in their quiver to make intelligent, informed financial decisions for their future.
About the Founder
Educational Background and Certifications
Martin holds a Bachelor’s Degree in Commerce with a dual focus in Accounting and Finance from DePaul University and an MBA from Villanova University. He is an actively licensed Certified Management Accountant (CMA) and a Chartered Financial Analyst (CFA), credentials that highlight his deep expertise in both corporate financial management and investment analysis.
Leadership and Experience
With over 20 years of experience, Martin has led organizations ranging from $20MM private enterprises to multi-billion-dollar public companies. His career showcases a rare blend of Fortune 1000 expertise and entrepreneurial leadership. Martin has effectively served as a liaison with PE and VC firms, managing mergers and acquisitions that have driven business expansion and profitability. His CFA designation further equips him with advanced knowledge in portfolio management, asset valuation, and financial modeling, making him a versatile leader in industries such as manufacturing, medical devices, pharmaceuticals, renewable energy, and construction.
Achievements and Strategic Approach
Martin’s leadership extends beyond numbers—he is an expert in implementing sophisticated financial systems, optimizing accounting operations, and maintaining rigorous regulatory compliance. His CFA expertise enhances his ability to conduct in-depth financial analyses and provide investment insights, while his CMA background ensures operational efficiency and robust cost management. Martin’s strategic approach to financial management involves leveraging data-driven decision-making to set clear milestones, maintain positive cash flow, and ensure operational control. By collaborating with executive teams and Boards, he creates and executes financial plans that align with strategic objectives, optimizing resources and capital for maximum impact.
Personal Insights
Originally from the Chicagoland area, Martin now resides near Philadelphia with his wife and two children. His journey reflects a dedication to excellence, from spearheading high-profile financial strategies to empowering teams and fostering sustainable business growth. His dual expertise in financial management and investment analysis positions him as a trusted advisor and leader in achieving organizational success.