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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

100 Percent
Fee-Only

Fiduciary

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

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Independent

Objectivity

We listen and keep an open mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

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