Martin V. Higgins, CFP, CLU, AEP
Martin V. Higgins is founder of Family Wealth Management LLC, a wealth management firm. He specializes in providing tax-efficient strategies for preserving and growing family wealth.
Marty is a Certified Financial Planner (CFP)™ practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). In 2002, Marty was inducted into Research Magazine’s Advisor Hall of Fame**, recognizing excellence in the profession.
And if that’s not enough, Marty was also recognized by the Million Dollar Roundtable as a Top Of The Table Producer. Top of the Table status is the highest level of MDRT membership and places Marty Higgins among the top professionals in the global life insurance and financial services industry. Founded in 1927, Million Dollar Round Table, The Premier Association of Financial Professionals, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business, with a rich tradition of sharing knowledge for the benefit of clients, prospects, producers and companies. (Source: Million Dollar Round Table, www.mdrt.org)
Marty is co-author of two books, Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He has also contributed to Dan Kennedy’s book The Ultimate Success Secret. He has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local media.
His securities registration includes, Series 1, 63 and 65 held with Mutual of Omaha Investor Services and Insurance Licenses for Life, Health, Disability and Long Term Care.
Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, baseball, lacrosse and hockey.
**2002 Research Magazine Hall of Fame Candidates must pass our rigorous screens, including: service for a minimum of 15 years in the industry, substantial assets under management, superior client service, and recognition from their peers and the broader community for the honor they reflect on their profession.
Family Wealth Management
9000 Lincoln Drive East, Suite 300
Marlton, NJ, 08053 USA