Our Firm

Martin Hurlburt started his career at a large national firm in 1991. Although he received excellent training, he realized that company culture put the firm’s needs ahead of the client's needs. So he left to join a smaller independent broker/dealer.

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Martin loves to work with people who are approaching or have recently entered retirement. He understands that it can be a complex and overwhelming process. He tries to help his clients see the big picture, make informed decisions and avoid potentially costly mistakes.

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He is the author of several books and often speaks about how people can better manage their money. He gave his first TEDx talk in Aug 2018 which you can view on the resources page.

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Martin grew up the son of an air force officer and spent all his teenage years living in foreign countries. He loves to travel and live music.