Bill is a managing partner of Wienken Wealth Management, a firm with over 100 associates. He has extensive experience in retirement planning, estate planning and asset management strategies. Bill continues to lead as a teacher, adviser, and mentor to those in the financial services world.
MISSION & PURPOSE:
Bill’s mission as a financial planner is to make a material difference in the lives of his clients by working together to proactively focus on the critical financial issues that present themselves on a regular basis. He uses a combination of research, perspective, experience, and products, to help ensure that sound financial decisions will be made.
Bill has extensive experience and expertise in complex financial subject matters. This enables you to understand financial issues quickly, and spend your time doing what you do best, whether it’s being an expert in your own field, or spending time with loved ones.
Bill has also invested in the infrastructure, technology and the people necessary to help ensure the resources are in place to proactively focus on your financial plan. He partners with his eldest son Scott, who is a Certified Financial Planner professional, to provide continuity and longevity in his practice.
Bill’s focus is on the creation and preservation of wealth to establish financial independence today and to help maximize the perpetuation of the wealth for the benefit of generations to come. Bill knows that the work you do together can be the difference between struggle and dignity. He believes that when you make smart financial decisions, those decisions will have a lasting effect for generations.
William Martin is a registered representative of and offers securities an investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Wienken Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050 (717) 791-3300CA Insurance License No. 0L86539
1977 - Penn State University, B.S. Finance and Economics
1981 - American College, Chartered Life Underwriter (CLU)
1983 - American College, Chartered Financial Consultant (ChFC)
1985 - College for Financial Planning, Certified Financial Planner (CFP)
2014 - Accredited Estate Planner (AEP)
- Insurance Strategies
- Investment Strategies
- Retirement Strategies
- Retirement Income Planning
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee William’s Licenses and Disclosures