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Marty Kurtz, CFP®

Founder/Partner

Quad Cities

My focus as the CEO is moving people forward in their relationship with life and money. I founded The Planning Center in 1988 out of a desire to provide a safe environment for clients to talk about money. I watched my father work through my first thirty-eight years as a self-employed businessperson and saw how he just didn’t have the tools and guidance he needed to truly enjoy his life and his money. I saw how difficult it was for my mother and father to talk to each other about money.

“Our job is to create curiosity and to empower people to be happier”

I told myself I would one day help people protect, prepare, and provide for themselves, their families and the things they care about: specifically in dealing with their lives and money. I am proud to filter the noise and chaos of the financial markets for our clients, and provide them with solid guidance in understanding their financial lives. My long-term goal is to leave behind a company that lives on, continuously improves, and expands the horizons of the people it serves.

My passions, other than work, include classical music, reading history and philosophy, and playing golf. I am an avid fan and active supporter of the arts. Bike riding, quality conversations, and spending time with my family and good friends are also activities I enjoy.

Credentials

Affiliations: Fee-Only Planning

Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Certified Financial Planning (CFP) Board, Money Quotient Board, and The Aegis Investment Management Group. 

Leadership:

  • Current member of the Board of Directors of the New Life Outpatient Center, Inc.
  • Past National President of the FPA o Past Chairman of the FPA Board of Directors
  • Past Chairman of the CFP Board of Professional Review

Most effective saving tip:

Take the first step

Who inspires me:

My children and my friends

My greatest extravagance (under $100):

A bottle of red wine

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

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