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Martz Financial LLC

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website martzfinancialllc.com
Client types

Overview

Martz Financial is dedicated to providing personalized financial advisory services, emphasizing clear, transparent guidance and holistic wealth management. The firm’s mission is to deliver tailored financial plans that directly align with a client’s values, goals, and lifestyle, operating on the principle that financial planning should not be complicated or overpriced. Martz Financial employs a client-focused, comprehensive approach that utilizes smarter AI technology to increase efficiency, which the firm states allows for lower fees.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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