Our mission is to offer truly personalized money strategies with convenience and clarity. Through the discovery of your financial situation, we plan to identify your short and long term goals. We will obtain a clear picture of your risk tolerance and knowledge of the financial world and present education and advice to conclude if our services are the right fit for you. We strive to maintain advice with no specific product push, yet utilize the open-architecture of an independent advisory firm offering tools that best fit your tolerance and goals.
A successful financial plan is built on mutual trust, an appropriate personal investment portfolio with ongoing monitoring and altering to help guide our clients through their financial paths in life. At the end of the day, we work for our clients as we would our own family, building relationships of trust, integrity and superior client service.
Martin Wissing, Managing Partner & Financial Advisor
Martin is founder of Wissing Wealth Management, LLC, which he started in March 2014 joining LPL Financial, the leading independent advisory firm in the United States. He started his professional investment career with Morgan Stanley Investments in 1999, where he trained under Wall Street’s elite advisors and money managers in the World Trade Center II in New York City, NY. He then spent 13 years at PNC Investments, where he was responsible for client investment portfolios within numerous banking centers and was one of PNC Investments’ Top Producers, qualifying for numerous recognition events and was ranked amongst the top 25 advisors within the financial firm.
Born and raised in Louisville, KY, Martin is from a large family of five boys and recalls his newspaper ‘delivery boy’ days, when he starting his savings and investments with a portion of his earnings. His father, a certified public accountant who owns an accounting firm based in Saint Matthews, KY, helped guide those first investments.
Martin was always a student of finance as he graduated from Saint Xavier High School and earned the STRIDE Scholarship from National City Corporation, rewarded for excellence in academics with emphasis on business and banking. He graduated from Western Kentucky University where he received his Bachelors Degree, majoring in Financial Planning.
Martin has always enjoyed business, yet also loves athletics and the outdoors. He played Rugby with select teams across the United States and in the Bahamas, Australia, and New Zealand. Today, when not in the office, he enjoys spending time with his wife Amber and their three children.
Whether its enjoying the outdoors at their family farm or sitting around the dinner table, family is a priority. He notes, “God and family are dear to my heart, and I hope my clients understand I work for them with their finances as I would my own family, building relationships of trust, integrity and superior service.”