Family Wealth Managment
At Family Wealth Management, you receive comprehensive financial planning and wealth management services from our Financial Advisors that is 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, in an effort to be free from the burden of financial worries.
Martin V. Higgins, , CFP, CLU, AEP is founder of Family Wealth Management, a wealth management firm. He specializes in providing tax-efficient strategies designed to preserve and grow 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 was inducted into Research Magazine’s Advisor Hall of Fame, recognizing excellence in the profession.
2000 Research Magazine Hall of Fame Candidates must pass our rigorous screens, including: service for a minimum of 20 years in the industry, substantial assets under management, superior client service, and recognition from their peers and the broader community for the honor they reflect on their 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. Marty also regularly contributes to various industry magazines and local newspapers.
Our Goals include:
- Pro actively contacting clients when market changes may impact their investments.
- Clearly explaining our fee structure
- Clearly understanding your goals and family situation before giving investment advice
- Bringing in experts to help with other financial areas
- Helping select a suitable asset mix for your portfolio
- Developing a financial plan that coordinates your money with your life
- Helping you coordinate and organize all of your financial documents
- Assisting 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