Dan Martin is an excellent Certified Financial Planner. He has worked at both large and small companies and gained insight from each experience. My husband and I have been clients for over 10 years. It took some time for me to get comfortable with Dan, simply because I worked on Wall Street as an Investment Manager for years before illness prevented me from managing my own money. I quizzed and challenged Dan for months and he always responded with patience and facts to back up his recommendation. Dan’s knowledge of investment products is extensive. His strategy with us is preservation of capital and mostly less risky investments, but our portfolio continues to perform well. Dan is always responsive to phone calls and questions with thoughtfulness and patience. He does not sell products, he offers solutions. Finally, we really like Dan and feel comfortable with his Firm and his advice.