Broker Check

James A. Martin, CFP

(717) 369-2300

Our Firm

With our home office nestled in the woods of South Central, Pennsylvania, we are a full-service financial services firm committed to seeing people pursue and reach their financial and life goals. With over 22 years of experience, we have the historical knowledge base that enables us to uniquely blend a variety of portfolio strategies. Our varied clients represent a wide spectrum of both individuals and businesses including service providers, professionals, educators, clergy, and retirees. James A. Martin, CFP has also built relationships with a variety of financial services companies. If we don’t have a product or service, we may know someone that does. Let us work for you so you can pursue your dreams.