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Martin Shields (AIF®, CFP®)

Martin Shields focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments

Planning Specialties

Martin specializes in working with small business owners, executives, families and physicians in financial planning, investment management and Personal CFO services.

NAPFA Start Date

June 30, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1819 Fifth Ave Historic Downtown Troy Troy, NY 12180 Phone: (518) 720-3333
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Other Offices

340 Broadway Saratoga Springs, NY 12866 Phone: (518) 720-3333
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