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Martin & Associates

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website northrockpartners.com
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Overview

Martin & Associates is a Chicago-based wealth management team that joined NorthRock Partners in January 2026. Previously affiliated with Ameriprise Financial for over 17 years, the five-person team transitioned to NorthRock to leverage its proprietary "Personal Office®" model. The firm acts as an allocator and lifestyle manager for high-net-worth clients, integrating every dimension of a client's financial life—from investments and tax to legal coordination and philanthropy—into a single, coordinated strategy.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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