Who We Are

David Martel builds strong relationships through trust and understanding, applying a holistic approach to financial planning. He believes the choices you make today impact your life and family tomorrow, as a result, he considers every aspect of your wealth to maximize your well-being.

Since joining the industry in May 2009, David has specialized in helping high-net-worth entrepreneurs, business owners, retirees and professionals. He is passionate about connecting with clients to understand their goals and help them achieve their dreams.