Jacob Marten
What You Should Know:
If you are considering working with 'The Marten Group' you should expect a warm and welcoming atmosphere with professionally tailored financial advice that is specific to you and your situation. Above all else, we prioritize honesty, diligence and genuine care for our clients & their families/loved ones.
We service all types of clients and have vast experience across a range of situations that is unlike other practices. Whether you are just getting started in your wealth accumulation and need help planning, you've recently inherited wealth and need help navigating those complexities, you own your own successful business, want to establish a charitable foundation, or you've worked really hard to provide for yourself & your loved ones and want someone to help you protect your legacy, we are more than equipped to be your guide in this journey.
With the combined resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America there is almost no financial situation that we don't have the resources to assist with.
Ultimately, our hope is that we can build enough trust with you so that whenever you have any financial need or concern, your first instinct is to call or email us.
Let's work toward building the legacy you've dreamed of.
I am proud to provide world class service to the clients of 'The Marten group'. After several years of growing and gaining experience at other firms such as Vanguard & Charles Schwab, I was hired by Merrill Lynch Wealth Management to join my father James' practice. Together with our team of advisors and client associates we have a combined more than 100 years of experience in the industry. We are able to leverage our united experiences and vast knowledge to help provide the premier white glove financial advice and planning that you deserve.
The Marten Group serves clients from a vast range of backgrounds, professions, locations, and situations. Examples include but are not limited to, retired individuals, families, trusts, charitable foundations, endowments, doctors, executives, board members, teachers, business owners and much more.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
