Our Services
Why invest with the Hull and Martin Wealth Management Group?
- We adhere to objective-based investment planning, where our clients’ needs come first
- Our goals-oriented planning process helps us keep you on course.
- We offer the resources of a large, established organization.
- Our broad scope of services includes: asset management, life and long-term care insurance, access to lending services, collaboration with your legal and tax advisors, and more.
The potential advantages of working with the Hull and Martin Wealth Management Group
It is natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to pursue your most cherished goals. If this sounds familiar, you’re in the right place. As your financial advisors, we can:
- Offer you a single point of contact to consolidate and coordinate your financial affairs
- Provide guidance to help you focus on your short- and long-term financial goals
- Help you create, periodically review, and manage an investment portfolio geared to your goals and circumstances
- Support you in managing other important aspects of your financial life
- Employ the Hull and Martin Wealth Management Group goals-based planning process
Instead of simply investing toward a dollar amount for a retirement target, our planning process is refreshingly realistic and innovative. Our approach includes:
- An exploration of your unique goals and dreams
- A wealth management plan built to support your needs and goals
- Easy-to-follow periodic reports and update discussions to help you stay on track
- Flexibility to adapt your plan to reflect your life or market changes
Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.