Martin Schwartz

Senior Financial Advisor | Senior Vice President: Laser-focused on the issues Business Owners, Professional Investors, Corporate Executives, Doctors and Lawyers face on the road to success.

I help the successful become more so, offering customized financial services, advice and guidance to individuals, families and businesses. My model is tailored to simplify client lives. I am both fortunate and proud to be an affiliate partner of the Erdmann Group.

Senior Financial Advisor

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any spe...

Senior Financial Advisor, Senior Portfolio Advisor, Retirement Benefits Consultant

Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Financial Advisor

The Springfield Group works with our clients to develop a personalized & comprehensive financial strategy that encompasses all aspects of their financial lives. We offer guidance and advice to help them prepare for the future and comfortably achieve their goals.

Vice President, Senior Financial Advisor, Portfolio Advisor

As a Senior Financial Advisor I provide the framework designed to better connect my clients' lives to their finances through broader, more personally meaningful conversations about their priorities. This exploration then leads to goal setting, the creation of a financial strat...

Financial Advisor

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market...