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Our financial advice team


Joe Martin

Joe Martin

Financial Advisor

Alcumus Financial Group
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 26 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Intergenerational Planning
  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Family Finances

Interests

  • Golfing
  • Swimming
  • Adopting and caring for rescue English Bulldogs

Education

  • M.S. Economics The George Washington University Washington DC
  • B.S. Accounting Shepherd University Shepherdstown WV
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