Jeffrey E. Martin provides holistic fee-based planning for high net worth individuals, families, businesses and professionals. Jeffrey’s primary goal is to provide a high level of service utilizing a detailed step by step process towards financial success. Jeffrey takes great pride in understanding the needs of his clients and is guided by his principals, ethics and professionalism in every stage of the process. Whether your needs are in estate planning, retirement or investment management, Jeffrey can help develop a plan towards success.
Jeffrey holds a series 7, 63 and 65 registrations through LPL along with is life & health licenses. He also holds the Chartered Retirement Planning Counselor designation (CRPC). He started is planning career at Ameriprise Financial in 2003, where for 11 years helped his clients navigate through one of the worst financial downturns in modern history. While at Ameriprise, Jeffrey earned the 2004 and 2005 Presidents Award based on his holistic planning approach that he still utilizes today. In 2013 and 2017, Jeffrey was awarded the FIVE STAR Wealth Management Award and was featured in Chicago Magazine.
Jeffrey is also a former touring golf professional and still continues to play in various amateur events after getting his amateur status reinstated. He enjoys fishing, camping and time with his family. He is married to his kindergarten sweet heart, Colleen and they have twin boys: Jacob and Joshua.