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About James R. Martin Consulting
James R. Martin Consulting (JRM) is a fee-for-service registered investment advisor (RIA) primarily catering to individuals, not-for-profit organizations, and family foundations. With a strong focus on client relationships, JRM has amassed an impressive clientele through referrals from existing clients.
One of the key strengths of JRM lies in its ability to provide comprehensive financial guidance to clients across generations. The company takes pride in serving its clients and their children, grandchildren, and other special purpose accounts. By nurturing long-term relationships with its clients, JRM ensures it can support them through various life stages and milestones.
While JRM offers assistance in managing short-term pools of money, its true expertise lies in long-term asset management. The company's experienced team of professionals is dedicated to guiding clients toward financial success. They understand that making personal financial decisions and planning for the future can be overwhelming, so they go the extra mile to ensure clients are fully prepared financially for retirement and beyond.
As a professional investment advisory firm, JRM believes in maintaining a positive mindset and creating purposeful partnerships. Their commitment to excellence drives them to deliver significant outcomes for their clients. By providing personalized advice and tailored investment strategies, JRM aims to help individuals and organizations achieve their financial goals.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Asset Management
- Investment Advisory
- Wealth Management
- Estate Planning
- Portfolio Analysis
- Portfolio Optimization
- Risk Assessment
- Risk Management
- Tax Planning
- Tax Optimization
More about James R. Martin Consulting
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 109542 | 3 |
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