Marty Roth
Managing Director, Wealth Management
Marty is a seasoned wealth management professional dedicated to helping successful families and
individuals achieve their financial goals through estate planning, financial planning, retirement planning and
tax strategies. As a Certified Financial Planner™, he provides knowledgeable, objective advice and proactive service, ensuring that each client’s financial plan is tailored to their unique needs, goals, and values.
With a deep commitment to building long-term relationships based on trust, Marty collaborates closely with
CPAs, attorneys, and insurance professionals to provide a fully integrated approach to wealth management.
His coordinated team strategy allows clients to feel confident that their most trusted advisors are working
together toward a common goal – creating a solid foundation for their future.
Marty brings the full depth of organizational intelligence, talent, and insight to every financial decision,
ensuring his clients receive the highest level of expertise. He stays ahead of industry developments to
provide cutting-edge strategies that foster growth and financial security.
Before joining Choreo, Marty served as Director of Wealth Management at RSM US for 17 years, where he
honed his expertise in helping high-net-worth individuals and families navigate complex financial landscapes.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Financial Planner™
- Financial Planning Association
EDUCATION
- B.A., Business Management, Greenville University
