Family Wealth Management Business Beliefs
- We Believe Listening to and Understanding Clients’ Needs are the Cornerstone of Every Great Financial Advisory Relationship
- We Believe in Being an Advocate for Our Client’s Goals and Dreams
- We Believe Wealth Should Not be Invested until a Written Financial Plan is Implemented
- We Believe Managing Risk is More Important than Managing Returns
- We Believe “Buy and Hold” is a Posture Not a Strategy
- We Believe Investor Behavior is the Primary Driver of Investor Return
- We Believe Information Does Not Create Knowledge or Wisdom
- We Believe Client Education is Our Obligation
Providing financial advisory, long term care planning, and wealth management services to Mt. Laurel, Moorestown, Medford, Cherry Hill, Voorhees, Haddonfield, Marlton, Southern New Jersey, and Greater Philadelphia.
Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.
