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Raleigh Martin, CFP®

My comprehensive wealth management process increases the financial security, confidence and peace-of-mind of my clients.

I can help you evaluate and implement strategies for:

  • Retirement funding and income security
  • Wealth creation and preservation
  • Estate conservation and distribution
  • Risk management

I can also can answer your questions, including:

  • Can I retire early and maintain my lifestyle throughout retirement?
  • Are my savings and investments working effectively for me?
  • What are the best approaches for funding extended health care expenses?
  • What are the elements of a sound estate protection and distribution strategy?
  • Do I have enough life insurance for my family?

I have helped many people, much like you, with similar issues and concerns. I specialize in creating an approach that is designed to address your unique individual situation. 

Real Experience and Real Credentials

Your financial future is too important to entrust to an advisor who may be little more than a friendly face, working for a recognized company. Your advisor should have extensive, relevant experience and solid credentials. As a CERTIFIED FINANCIAL PLANNER™ professional, I have the education, experience, and professional certifications to provide you with competent and comprehensive adivce.

View My Background and Credentials

Roland "Raleigh" Martin, CFP®, AWMA®

Investment Advisor Representative, Registered Representative

(888) 316-9771

(888) 316-9772

raleigh@greatcirclewealth.com

Raleigh specializes in helping his clients create and preserve income and wealth so that they can retire in comfort and security, remain comfortably retired as long as they live, and provide for their loved ones after they pass.

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