Wealth Management Solutions LLC

Hopkins Investment Management, LLC is a Registered Investment Advisory firm, registered with the SEC to provide investment advisory and financial planning services to our clients.

In addition to investment management and financial planning services, Martin Hopkins is a Certified Financial Transitionist (CFT). He has significant training and experience in helping clients who are going through a transition such as retirement, death of a spouse, divorce or have a significant change in their financial situation. We also help clients prepare for such a transition resulting in peace of mind and the ability to focus on other important life issues.

We are a fee-only firm, and earn our income only from fees paid by our clients for our services, as opposed to being commission based. These fees will always be fully disclosed and based upon a written agreement with our clients. You may find more useful information about our firm and services by looking at our website at www.hopkinsim.com. Our clients' assets are held in custody at Charles Schwab, a highly reputable financial services firm. Assets held there are covered by the usual SIPC insurance as well as extensive further coverage arranged by the firms, over and above the SIPC coverage. All the usual brokerage services are available on their platforms, including the ability to transact in a comprehensive range of securities, as well as services like checking, debit card, money market, online access to view the account etc. Martin Hopkins is not an employee of Charles Schwab and our firm is totally independent.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

300 N. Pottstown Pike, Suite 240 Exton, PA 19341 Phone: (610) 524-7031

Primary Office

8115 Maple Lawn Blvd Ste 350 Fulton, MD 20759-2683 Phone: 410-7577980 Fax: (800) 861-0030

Other Offices

79 East Main Street Lititz, PA 17543 Phone: (800) 431-5662
300 N. Pottstown Pike, Suite 240 Exton, PA 19341 Phone: (610) 524-7031
1997 Annapolis Exchange Parkway, Suite 300 Annapolis, MD 21401 Phone: (410) 757-7980 Fax: (800) 861-0030
103 Carnegie Ctr, Suite 300 Princeton, NJ 08540-6236 Phone: (609) 419-1119 Fax: (800) 861-0030