The Martin Team
Firm Introduction
Started in 1971 by Gary and Patsy Wienken. Our firm was a pioneer in the Financial Planning industry with six advisors among the first 1,000 certified financial planners in the United States. The Martin Team has over 171 years of experience in helping clients achieve their financial goals. We oversee over 1 billion in assets under management. We are affiliated with MassMutual Financial Group which is over 200 years old and has 750 billion in assets under management. We believe in objective based planning, tailoring each client’s plan to their specific objectives and goals.
Our Mission
It is our mission to make a material difference in our clients’ lives by joining in a partnership to proactively focus on the critical financial issues that present themselves on a regular basis. To assist our clients by bringing together research, perspective, experience, and solutions so that sound financial decisions can be made. This focus is to foster the creation and preservation of wealth to establish financial independence today and maximize the perpetuation of the wealth for the benefit of generations to come.