Martin Shields (AIF®, CFP®)

Martin Shields focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments

Planning Specialties

Martin specializes in working with small business owners, executives, families and physicians in financial planning, investment management and Personal CFO services.

NAPFA Start Date

June 30, 2022


This Office

1819 Fifth Ave Historic Downtown Troy Troy, NY 12180 Phone: (518) 720-3333

Other Offices

340 Broadway Saratoga Springs, NY 12866 Phone: (518) 720-3333