Hopkins Investment Management
Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.
With 30 years of experience in the field of personal finance, including 17 years at the financial law firm he founded in his native South Africa, Hopkins Investment Management LLC President Martin Hopkins believes in the power of goals. He’s worked hard to achieve them for himself, and his ability to succeed has been tied to his clients’ successes.
A Certified Financial Planner® as well as an attorney, Martin earned his LLB and a bachelor of commerce degree from the prestigious University of Natal in Pietermartizburg, South Africa. He and his wife, Lyn and their sons, came to the U.S. in 1996. In 2006, Martin and Lyn planted their roots even deeper when they became U.S. citizens.
Martin has exceptional skills in supporting clients as they experience a transition such as retirement, loss of a spouse through death or divorce or dealing with unexpected income.
An avid boater, Martin enjoys exploring the inland waters of the East Coast.He is also actively involved with Church of the Nations.
Martin is a well-known and respected member of the investment community and has served on the board of the Northeast Division of the National Association of Personal Financial Advisors (NAPFA).
Martin Hopkins is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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
Headquartered in the heart of historic Annapolis, Maryland, Hopkins Investment Management has been serving individuals and families acrss the US since 2001. Dedicated and attentive to our clients individual needs and dreams, we’re a firm that takes to heart our unwavering commitment to excellence by offering objective, personalized investment management and financial planning services.
Founder and President Martin Hopkins works with each client individually, seeking to optimize returns while emphasizing risk control that’s tailored to each person’s level of comfort. Our clients are diverse, ranging in age from retirees looking for stable income to younger professionals who realize it’s time to get serious about planning and investment strategies.
While each Hopkins client is different, they come - and stay with us - for many of the same reasons. They know our fee-only structure is unbiased, thus they are assured we will act in their best interests. That means they get a financial partner who is working for them, looking out for them, and reacting appropriately to market conditions.
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
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Martin Hopkins is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Martin Hopkins 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.
Martin Hopkins is a member of the Sudden Money® Institute and a Financial Transitionist®
For over 15 years, the Sudden Money® Institute has been the nation's leader in the study and practice of Financial Transitions Planning. We've been helping individuals and families think through and move through major life events so that their experience of moving from what was to what will be is as healthy and enriching as possible.
Contact Martin Hopkins
1997 Annapolis Exchange Pkwy
Annapolis, MD 21401
103 Carnegie Center
Princeton, NJ 08540
8115 Maple Lawn Blvd
Fulton, MD 20759
4000 S. Faber Place Drive
Charleston, SC 29405