Brad Martin - Managing Director

Brad Martin - Managing Director One of the country's oldest and largest financial planning firms serving the needs of everyday people Setting goals is the first step towards achieving them.

Whether it’s saving for retirement, planning your income, leaving a legacy or transitioning your business; you must first clearly identify what it is you’re trying to accomplish. With over a quarter century’s experience as a financial advisor, I’ve developed a collaborative process that allows our team to best serve you while helping you realize your financial dreams. Our model aims to help you to

eliminate the stress and anxiety that comes with planning for your future while we deliver sound guidance along the way. We’ll help you make informed decisions using straightforward and transparent strategies designed to help you grow, protect and preserve what you’ve worked so hard to build, all while adhering to the three core pillars of my investment philosophy: Cost Efficiency, Risk Mitigation and Upside Retention/Enhancement. Whether articulating strategy, making necessary adjustments, or adapting to ever-evolving circumstances, our mission is to help you clearly identify your goals and establish a path to help get you there. For disclosures and licensing information: https://www.brad-martin.com/licensing
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06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

06/16/2026

Depreciation charges are eating into earnings at Microsoft, Alphabet, Meta and Amazon.

06/09/2026

Investment in foreign stocks and debt could be juiced by a falling dollar.

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

05/05/2026

Nancy Daoud discusses the behavioral aspect of asset allocation and the rise of alternative investments in an interview with Barrons.

02/24/2026

A surge of capital from individual investors will reshape the markets for alternative assets. Whether a manager will equally support both retail and institutional investors is a concern.

01/20/2026

Seven questions can clarify what really matters to you.

01/13/2026

Inflation is the increase in prices of goods and services in the economy, which decreases your purchasing power. If you're saving for retirement, it's important to know that inflation can erode your retirement savings, making the amount of money you have today worth less over time.

12/11/2025

Everyone’s financial situation is different. Let’s create a plan that protects what matters most to you.

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As we approach Thanksgiving and embark upon the holiday season, it’s an appropriate time to reflect upon what we’re grat...
11/25/2025

As we approach Thanksgiving and embark upon the holiday season, it’s an appropriate time to reflect upon what we’re grateful for.

First and foremost, I’m thankful for my family. They provide love, purpose, and clarity, enhancing the value of my career.

I’m grateful for my colleagues at Baystate Financial who have fostered a culture of collaboration, commitment, compassion and professionalism unrivaled in our industry.

Furthermore, I’m especially thankful for my clients, who have entrusted me over the last quarter-century to guide them towards realizing their financial hopes, dreams, and aspirations. With their support, trust, and continued effort; they’ve enabled the greatest gift of all, which is to give back to those in need.

This past weekend was a special one, during which I was able to partner with CVOEO in sponsoring the Feeding Champlain Valley annual gala, and continue our support of the The Flynn while participating in the Hug Your Farmer celebration. Finally, today we delivered boxes of food and essentials donated by our Vermont office to FCV.

In today’s often divisive environment, it’s imperative that we remember what truly matters and come together as one to better the lives of everyone in our community. Wishing all of you a Happy Thanksgiving!

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