America's leader in financial planning*Bronwyn Martin
 | MBA, CFS, CRPC®, CMFC Financial Advisor |
(610) 444-8312
107 W State St
Kennett Square, PA 19348
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My Philosophy
My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals.
Qualifications
- 2007 SBA Women in Business Champion of the Year Award
- 2008 PA Department of Community and Economic Development Best 50 Women in Business
Professional Associations
- Financial Planning Association
- Million Dollar Round Table
- Society of Financial Professionals
- Chester County Estate Planning Council
Community Participation
- Founder and President Chester County Women
- Founder Greater Philadelphia Business Leaders in the Community
- Secretary Rotary Club of Kennett Square
- District Chair Permanent Fund-Rotary 7450
- Baord Vice President-Kennett Area Senior Center
License information
I am licensed and registered to conduct business in PA.
Based on licenses and registrations I hold, I may also conduct certain business in CT, DE, FL, MA, NC, VA, VT, WI
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Saving for Education
- General Financial Planning
- Women's Financial Strategies