Our Qualifications

We are a financial planning practice that offers both CFP® and EA areas of expertise!

Founder and President, Marty Urbanowicz, a Certified Financial Planner® and Enrolled Agent, has dual tax and investment expertise which helps his clients to plan for the future.

  • The Certified Financial Planner (CFP®) certification is awarded only to those practitioners who demonstrate competency in financial planning knowledge and experience. This designation assures our clients that we abide by a strict code of conduct, adhering to the highest ethical standards.

  • Our tax knowledge allows us to assist our clients with planning in a valuable tax efficient manor. Enrolled Agents (EA) are Enrolled agent status is the highest credential the IRS awards. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

Tax services are not provided by LPL Financial or its advisors.