Jim Martin

Financial Advisor

I was 8 years old when my father introduced me into his financial advisor. I bought a handful of stocks and through doing it I started my journey learning about the markets. However a decade later my family truly learned the importance of having a financial plan. My father was diagnosed with ALS, or Lou Gehrig's Disease when he was 41 years old. If it wasn't for the detailed planning, my family's financial situation would have been significantly worse. I was called into this position as we lived the impact that a good financial planner could make in our client's lives.

Retirement, Divorce, and Families with Special Needs each have unique and challenging situations, and often times are under represented for financial planning. We have extensive experience dealing with these specific circumstances and would love to help answer questions and create a financial plan for any situation your family may be going though.

We craft our strategies based out of my personal experience because I have lived the impact of great financial planning. My job is not about individual investments, it is making sure that your portfolio reflects the goals you need to accomplished, all within your risk preferences. There can be periods of extreme volatility, but with proper planning and ensuring your written financial plan is in place our discussions will revolve on how to adjust the plan according to your goals and not make adjustments based on an emotional reaction.

My wife and I live in Fishers with two young children and they attend St. Simon School where we also attend Mass. We are active in the Cub Scout troop where I am a Den Leader and many other school events and activities that come with having young children. We frequent the amazing things around the city and you will often catch us at the zoo, museums, or the various parks around town.

I am very blessed to have a good firm, fantastic clients, and a supportive family that allows me to continually grow in this profession. We would love an opportunity to meet you and to learn more about how I can help meet your needs!