William Martin, Jr., CPA
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.