At Family Wealth Management, you receive comprehensive financial planning and wealth management services designed to help preserve and transfer your family’s wealth.

Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.

Martin V. Higgins, , CFP, CLU, AEP is founder of Family Wealth Management LLC, a fee-based financial planning and wealth management firm. He specializes in providing tax-efficient strategies for preserving and growing family wealth.

Marty is a Certified Financial Planner (CFP)TM practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). Marty is a Paladin Registry Five Star Advisor and was inducted into Research Magazine’s Advisor Hall of Fame, recognizing excellence in the profession.

Marty is co-author of the book, Dream, Inc which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He has also contributed to Dan Kennedy’s book The Ultimate Success Secret. He has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local newspapers.

8 Reasons Why Clients Choose Marty Higgins

1. You will be proactively contacted when market changes will impact your investments
2. You will clearly understand our fee structure
3. We will clearly understand your goals and family situation before giving investment advice
4. We will bring in experts to help with other financial areas
5. We will help select the correct asset mix for your portfolio
6. You will have a financial plan that coordinates your money with your life
7. We will help you coordinate and organize all of your financial documents
8. We will assist you in coordinating investment decisions

Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, tennis, baseball, basketball, lacrosse and hockey.

“Your financial well-being and security are our top priorities. You and your family can count on us every day for advice and service that helps you realize your financial dreams.”

— Marty Higgins, Founder of Family Wealth Management

Proudly serving NJ, PA, & DE.

Martin V. Higgins, CFP, CLU, AEP
Family Wealth Management Advisory,LLC
Marlton, NJ 08053

Phone #: 856-988-7722
Toll Free #: 877-988-7722

Email: Marty@adviserfocus.com
Web: familywealthadvisory.com

Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.

The National Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning.

Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.