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Our financial advice team


Bronwyn Martin

Bronwyn Martin

MBA, ChFC®, AEP®, CLU®, AIF®

Financial Advisor

Business Financial Advisor
Martin's Financial Consulting Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 24 reviews

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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Investment Management
  • Christian Financial Strategies
  • Saving for Education
  • Insurance

Interests

  • Love to travel-for culture, history, and diving trips.
  • Dive certified in Turks & Caicos, 2001.
  • Soccer fan

Awards & recognition

  • Five Star Wealth Manager, 2013-2017, 2019-2020
  • Women's Choice Award: Financial Advisor, WomenCertified, Inc, 2014
  • NAIFA Quality Award - Life Insurance and Annuities , 2018

Qualifications

  • CFS® Certified Fund Specialist
  • CMFC® Chartered Mutual Fund Counselor℠
  • AEP® Accredited Estate Planner®
  • AIF® Accredited Investment Fiduciary
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • 2000 Masters, Business, West Chester University
  • 1994 PhD, Biochemistry, Boston University School of Medicine
  • 1987 Masters, Biochemistry, Boston University
Newsletter

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Community participation

  • Founder (2003) and President Chester County Women 2003-2020
  • Chester County Estate Planning Council board 2013-2020
  • Greenville SMART member, Greenville University, IL 2018-2020
  • Southern Chester County Chamber of Commerce, PA, member, 2020
  • Greenville, IL Chamber of Commerce, member, 2020
  • Walk to End Azheimer's(R) Philadelphia committee, 2020
  • Alzheimer's Impact Movement-advocate, 2020
  • MDRT Foundation volunteer, 2020
  • MDRT Foundation Grant Committee, 2021-2022
  • Alzheimer's Association DE Valley, Board Member 2021