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Joel Martin, CFP®, CKA®

Wealth Advisor
Buckingham Strategic Wealth


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Areas of Concentration

Asset Allocation, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Government and Military, Healthcare Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Long-Term Care, Planning for Owners of Closely-Held Businesses, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Small Business Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Tax Planning, Wealth Management, Wealth Transfer, Wills and Trusts, Women's Finances

Office Location

Buckingham Strategic Wealth
1601 Wewatta St.
Suite 875
Denver, CO 80202

Description

Buckingham is evidenced based and experience led. The essence of our approach is based on a pledge to always act in your best interest. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life. Throughout the process, I integrate biblical principles to ensure your financial plan reflects God`s will for your life.

Licensed in these states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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