Wm. Marty Martin, PsyD





(312) 664-4090

Back in 2000 when the market crashed, I found myself working with individuals and couples who were anxious, depressed, angry, and despondent about money. I decided that these individuals could benefit from all that traditional psychology and behavioral finance has to offer. Today, my focus at The Planning Center is to apply the science of psychology to financial planning, retirement planning, and career planning. My core goals are to support, guide and assist clients in realizing their aspirations. I work to help them lead more engaging and fulfilling lives by finding the right balance.

“Life isn’t about finding yourself. Life is about creating yourself.” [George Bernard Shaw]

Roller-skating at indoor rinks is an activity that I have enjoyed since I was a teenager. I continue to skate as often as I can for fun and exercise. I view roller-skating as a metaphor for life in that I believe you must keep moving, stay balanced, remain focused, change to the beat of the music, and engage with others who share a similar interest.


Affiliations: Fee-Only Planning, American Psychological Association

Areas of Expertise: Career Planning, Financial Psychology, Retirement Planning, Family Business, Socially Responsible Investing

Education: PsyD Rutgers University, MS-Personal Financial Planning/College of Financial Planning, MSc-Behavioral Medicine/University of Glasgow

Memberships: Financial Planning Association (FPA), American Psychological Association, American Academy of Sleep Medicine

Most effective saving tip:
Set it aside before you touch it.

Who inspires me:
My grandparents who dreamed, persevered, and contribute to others throughout the depression and Jim Crow era.

My greatest extravagance (under $100):
A single espresso.

What inspires me:
Knowing that individuals recognize their gifts and then create opportunities to use those gifts in the world.

My investment philosophy in action:
Be present to live life fully and contribute fully.

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