We create strategies that are tailored to your needs and goals.

Our Approach

The right plan lets you live your best life and helps you prepare for the unexpected.

Approach:

Comprehensive

Personalized

Proactive

With our comprehensive approach, the team at Martin, Wardin & Eissner Financial Group can help you create a plan that focuses on the big picture. This includes important considerations beyond investing, such as life insurance, tax implications, and estate planning. We also have a very personalized approach, helping you navigate the complexities of some of life’s financial challenges and transitions. Furthermore, we’re proactive, here to guide you every step of the way.

Process:

Our process helps us understand where you are today financially, the things that are important to you, and the goals you want to focus on in order to create the life you envision for you and your family.

Our Process

Get Acquainted

Our process begins with a "get acquainted meeting," where we get an opportunity to really get to know you.

Our History

Get Organized

We’ll create a list of action items, and then prioritize this list based on your short- and long-term goals.

Our Values

Get Started

You can choose to delegate tasks to us, do it yourself, or use another professional such as an estate planning attorney.

Fees:

Fiduciary

Transparency

Trustworthy

We believe it is very important to know how your advisor is compensated. As investment advisors, we are fiduciaries when managing assets and we are bound both legally and ethically to act in your best interests. As your advisor, we will always have your best interests at heart and we’ll disclose any potential conflict of interest.


Our fee models can include one or more of the following, depending on the services and products being provided:

  • Advisory fees are charged against a managed investment account (percentage of assets). This is our preferred model for working with clients.
  • Commissions, loads, or trails (ongoing commissions) are earned through the sale of a specific financial product. Whenever a commission is earned or a trail paid, we will fully disclose how we are being compensated.
  • We handle tax preparation for an additional fee.* Please note that our tax preparation is only offered as part of our financial planning service.


*Tax/accounting services are separate from and not offered through Commonwealth.

See the value in improving your financial vision. 

Use our financial planning and tax law experience to your advantage. Contact the team at Martin, Wardin & Eissner Financial Group today.

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