There are plenty of individuals these days who call themselves “financial advisors.” They may have good credentials, and, if they are Certified Financial Planner® practitioners like us, they probably also have a process for building a written financial plan to accomplish their clients’ financial goals.

So what makes Dictor | Martin different from all the rest? The best answer comes from our own clients – they say: We Listen.

We take the time to understand each client and respond to their needs. Our meetings are usually not a short 1-hour appointment to discuss one retirement goal and a list of investments. We invest the time to learn your whole story: the journey that brought you this far, your hobbies, your values, your passions and your preferences. We try to understand your family dynamics. We often don’t even discuss investments or other assets until a second or third meeting. Each of our clients gets special, detailed attention because they are unique, and we reflect that in everything we do. As a result, we have a solid relationship with each of our clients built on trust and respect.

Many financial advisors try to gather as many clients as possible. We don’t – that’s not how we measure success. At Dictor | Martin, it’s not about quantity, it’s about quality. We have consciously limited our practice to a small number of select clients, and our business plan is to keep it that way. And we have a "team" philosophy – every Dictor | Martin client is a client of the firm, not of any one individual. As a result, our client benefits from the wide range of skills our entire professional staff provides by working together as a team - their team. 

If you’re tired of being treated like just another number, if you need the resources of a highly skilled professional financial management team working diligently to meet your goals and if you expect "concierge-style" personal service, we invite you to contact us. Our initial meetings are complimentary - if we cannot meet your needs, there is no further obligation to work with us. And we will happily provide you with client references upon request.