About Us
D.R. Martin and Fidelity®
One of our differentiators is that we separate the management and custody of your valued accounts with a trusted and familiar custodian, Fidelity.
Here is how that works:
- D.R. Martin is your primary contact and handles the planning and management.
- Fidelity is where your assets are held — outside of D.R. Martin.
- You grant D.R. Martin permission to service and manage your account at Fidelity.
- Your assets are held at Fidelity and are managed in lock step with your plan by D.R. Martin.
Fidelity handles the tracking and reporting. You get a clear, simplified statement that shows all your investment positions and transactions directly from them.
You can always verify your balances and transactions independently. All activity in your account is reported to you directly by Fidelity.
Fidelity provides D.R. Martin with clearing, custody, and other brokerage services.
Assets are held at Fidelity Clearing and Custody Services LLC or Fidelity Brokerage Services LLC, Members NYSE and SIPC.
Daniel R. Martin, CFP®
About Me:
I am a CFP professional and Accredited Investment Fiduciary. I have over 20 years of experience planning retirement, clearing up unknowns, and creating sustainable income.
I started my career on Wall Street and left after 11 years to create the firm you are reading about right now.
Financial Planning Association
On the Personal Side:
I am a native to Northern New Jersey and I live in Ridgewood, NJ. I am married with a beautiful daughter and a very, very spoiled Goldendoodle.
When I am not in the office you can find me traveling with my family, enjoying the outdoors, looking for our next favorite restaurant, or planning the next trip.