G. Martin Poole
HFH Planning Inc
We take clients' financial puzzle pieces and make them fit.
G. Martin Poole CFP® is a Fee Only Financial planner in New York, NY. and is a NAPFA-Registered Financial Advisor. Martin joined HFH Planning Inc. as a Financial Strategist in March 2009. Previously Martin was a Wealth Management Product Specialist at Citigroup’s Family Office Group working with Citi Smith Barney financial advisors to pinpoint additional services to benefit their clients. He spent seven years at US Trust where he advised individuals and families on the management of their assets, building on his 12 years’ experience in a similar position at the Private Bank at Chase Manhattan (now JP Morgan Chase). He joined HFH Planning Inc. because of the unique service he can provide clients of all levels of wealth.
In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Martin is a Registered Financial Consultant. He also has a Master of Business Administration with Distinction from New York University and a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill.
G. Martin Poole is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
HFH Planning is dedicated to providing conflict-free financial advice for individuals of all income levels. Partnering with you, we develop a financial plan that reflects your specific needs and goals.
We charge an hourly fee to create the plan. Generally speaking, when your finances are less complex, it takes less time for us to develop the plan, and you pay less. When finances are complex, the reverse is true.
The plan is yours to implement as you wish.
If you choose, we will implement your plan and conduct on-going monitoring, adjusting in response to changes in your situation that may arise. You are also free to implement the plan on your own, or with another financial professional.
After the plan development phase, we no longer charge by the hour.
HFH is one of the few firms to use your income and net worth to determine an appropriate fee for ongoing advice and direction. The advice we provide is based solely on our expertise — not on any commissions or hidden fees we might earn by recommending a particular product. Using income and net worth is truly objective, fair, transparent and aligned with your goals at all times. It also makes our services accessible to clients of any and all income levels. As Certified Financial Planner™ professionals, we are required to always put the interest of our clients before those of our firm. And we wouldn’t do business any other way.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
G. Martin Poole is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
G. Martin Poole is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
G. Martin Poole is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact G. Martin Poole
75 Maiden Lane
New York, NY 10038