Martin Wealth Management LLC
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Founded in 2005 by Steve Martin, Purposeful Financial Planning, formerly known as Martin Wealth Management, is a fee-only financial planning firm located in Fort Collins, Colorado. With a strong emphasis on unbiased advice, the firm operates without commissions, ensuring that clients receive recommendations that are always in their best interest.
Steve Martin, a Certified Financial Planner with an MBA in Quantitative Analysis, leads a dedicated team that supports various aspects of financial planning, including client portfolio management and regulatory research. The firm is actively involved in the community, with team members contributing to local organizations and initiatives.
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