Work With Us

Work With Michael 

Michael Martin is a Financial Advisor and Chartered Retirement Planning Counselor (CRPC®). He provides financial planning advice and investment management to individuals and families on an hourly basis or fee-based arrangement. The initial consultation is free, confidential, and creates no obligation on your part. To find out more or to schedule an initial consultation, contact Michael at 646-454-9157, or  

Why is a financial second opinion important? 

Second opinions are sometimes necessary in medicine because a misdiagnosis with our health can have significant consequences. The same is true of our financial well-being. A second opinion can help you determine if your portfolio is properly designed to achieve your goals, and affords you the opportunity to make necessary changes before it is too late. A financial second opinion also allows you to ask questions you may have wondered but simply didn’t know who to ask. No question is off limits. A financial second opinion gives peace of mind, knowing that you either are – or are not on track – to meet your financial goals.