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William Martin, Jr

William Martin, Jr., CPA

Financial Advisor

wcm@prosperityconsult.com
800 Red Brook Boulevard, Suite 300
Owings Mills, Maryland 21117

William C. Martin, Jr., CPA, is a Financial Advisor with The Prosperity Consulting Group, LLC. Utilizing a comprehensive approach to wealth management, Bill’s extensive experience as a Certified Public Accountant allows him to prepare tax efficient solutions for his clients. His devotion to providing clients with objective and independent investment advice allows him to help individuals through an array of financial concerns. Bill has found his passion for guiding individuals, families, businesses and institutions through retirement, tax and business planning. Working with a diverse group of clients, Bill provides customized and proactive wealth management advice and solutions.

The core of Bill’s practice lies in his passion for helping clients navigate through:

  • Retirement Planning
  • Tax Planning
  • Investment Advice
  • Estate Planning
  • Wealth Management
  • Buy/Sell Agreements

The value that William C. Martin, Jr., along with The Prosperity Consulting Group, LLC, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, key areas that are critical to a client’s financial success are addressed: Tax Planning, Retirement  Analysis, Estate Planning, Insurance Planning and Business Planning. This unique and proactive approach enables Bill, and The Prosperity Consulting Group, to build strong relationships with every client while delivering results.

Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States