About My Practice
Martin V. Higgins, CFP, CLU, CSA, RHU, LUTCF of Family Management, has been serving the needs of affluent individuals and business owners since 1976. In 2002, Marty was inducted into Research Magazine’s Hall of Fame, which annually recognizes the top advisors in the United States. Marty is currently working toward the (CWC) Certified Wealth Consultant™ designation with The Heritage Institute. As an advisor at the Heritage Institute he coordinates Values-Based Legacy Planning™ with other professionals to foster family unity, growth and the nurturing of values. His continuous pursuit of education provides him with the knowledge and skills necessary to allow him to effectively evaluate each client’s financial objectives and offer creative strategies and solutions to preserve and transfer family wealth.
Marty‘s work philosophy is simple and direct: “Ongoing client relationships are our most important asset. The advice and asset that we provide on a day-to-day basis can dramatically affect a client’s financial well-being and security. We accept this responsibility with pride and want to be one of the people you and your family can count on.”
Marty resides in Gibbsboro, NJ with his wife Terri, a registered nurse and their three children, Brain, Laura and Scott. Marty is an avid golfer and enjoys attending baseball, football and hockey games with his children and friends.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 63, 65
Life insurance: NJ,PA,DE, Health/disability insurance: NJ,PA,DE, Fixed annuities: NJ,PA,DE, Variable annuities: NJ,PA,DE
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU,AEP
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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