Preparing You For the Road Ahead
Helping clients make the most of their personal financial situation is our passion. Brady Martz Wealth Advisors, in partnership with Avantax Planning PartnersSM, provide a complete range of wealth management solutions including lifetime planning, risk management, investment advising, and financial planning for both retirement and the next generation.
Our chief goal is simple: help clients grow and protect a lifetime of assets via accumulation, preservation, and transfer of wealth. Our comprehensive approach incorporates taxes, investment advising, insurance, estate planning, and financial planning. Brady Martz Wealth Advisors work in tandem with financial planning consultants from Avantax, using their Guidance Planning Strategies (GPS) program to chart a clear path towards your goals.
Turn to Brady Martz Wealth Advisors for Your Wealth Management Needs
With a history dating back to 1927, Brady Martz has been crafting strategic solutions for clients for nearly a century. Brady Martz Wealth Advisors are dedicated to gaining a full understanding of your goals and then developing tailored solutions to help you achieve them.
Brady Martz Wealth Advisors offer clients thorough and professional services tailored to their individual needs, including:
- Cash Flow Analysis
- Savings and Emergency Fund Advising
- Retirement Accumulation
- Retirement Income Planning
- Education Planning
- Tax Planning
- Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Income, Gift, and Estate Tax Advising
Meet our Brady Martz Wealth Advisors
Insurance services offered through licensed agents of Avantax Planning Partners. Avantax entities are independent of and unrelated to Brady Martz.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.