William Martin, Jr., CPA
Contact William Martin, Jr., CPA
10055 Red Run Boulevard, Suite 130
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 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 proactive approach enables Bill, and The Prosperity Consulting Group, to build strong relationships with every client while delivering results.
William Martin is a licensed Certified Public Accountant and has an affiliation with accounting firm, Hertzbach & Co., PA. (“Hertzbach & Co.”). Hertzbach & Co also provides accounting, tax preparation services, and consultations.
*The Five Star Wealth Manager award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.