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Client portal

Marty Roth

Marty brings the full depth of organizational intelligence, talent and insight to every wealth management decision, to help clients achieve their financial goals and objectives.

Marty spends significant time and care with each client to ensure that their financial plan is tailored to their needs, goals and values, while providing them with a solid financial foundation. By providing knowledgeable, objective advice and proactive service, he strives to gain and maintain the highest level of trust necessary for a successful long-term relationship. Marty works with his team to ensure effective collaboration among his clients’ most valued advisors to foster an environment of growth and success.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

  • CFP®
  • Financial Planning Association
  • Central Illinois Estate Planning Council

EDUCATION

  • Bachelor of Science, business management (cum laude), Greenville University
See Marty ‘s Office
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