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9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053

856-988-7722
advisorsinformation@familywealthadvisory.com
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Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.

Complete Your Financial Picture with Family Wealth Management

Let’s work together to simplify your financial world, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.

Our financial planning services go beyond insurance and investment planning, covering a comprehensive range of the key areas in a person's financial life. From estate planning to income tax considerations, our approach is centered around helping clients achieve their goals and dreams.

What Sets Us Apart

Our team is composed of multiple generations, centered around family values

Our team is composed of multiple generations, centered around family values

  • We have a deep appreciation for the significance of family, as we are a family ourselves!
  • Were you aware that over the next decade, it is projected that more than a third of advisors will retire?
  • Rest assured, you won't need to concern yourself with us retiring before you do! Our intention is to be your trusted advisor throughout your lifetime.
Our credentials set us apart, as we possess experience in both thriving and challenging market conditions

Our credentials set us apart, as we possess experience in both thriving and challenging market conditions

  • Possessing the exceptional combination of CFP®, ChFC®, CMFC®, as well as multiple other professional designations, we possess the knowledge to construct portfolios tailored to your individual objectives.
  • While numerous advisors assert their expertise, it may astonish you to learn how many delegate your funds to unfamiliar individuals.
Merging our expertise with cutting-edge technology

Merging our expertise with cutting-edge technology

  • We firmly believe that you should collaborate with a reliable advisor, rather than relying solely on an application. Nevertheless, we recognize the significance of incorporating modern technology!
  • As a valued client, you will have access to personalized financial planning software, real-time availability to our schedules, and risk management tools - all conveniently accessible at your fingertips.
Upholding Our Independence Since 1976

Upholding Our Independence Since 1976

  • We operate autonomously, free from the requirement to use one company's products.
  • As your trusted advisors, we adhere to fiduciary standards. This legally obligates us to prioritize your best interests above our own.
  • Our independence empowers YOU as the ultimate decision-maker. We are accountable solely to you, ensuring your needs are our top priority.

Our Services
Financial Planning

Experience teaches us that financial freedom is found in a disciplined process. To help our clients pursue success, we have developed the WealthCare Process™, a dynamic 6-step process that is designed to help you feel more confident about your financial future by providing a clear plan to keep you on track toward your goals.

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"I have been a client with Marty for over 25 years. Marty has consistently advised my family through whatever was happening with the economy to make sure our finances were secure and we were on target for our future goals. He has a way of explaining complicated financial landscapes in language anyone can understand. His team is responsive and organized. Very confident in Family Wealth Management and the services they provide."

- Felicia Chew

"A client for more than 30 years and happy with Marty’s guidance with many market fluctuations. We are retired 20 years and credit him with our financial security in retirement. His book on financial planning gives an excellent blueprint on how he has helped us and others"

- Harry Vahey

Designed for You
Social Security Planning

Everybody needs to understand Social Security. Its guaranteed income is an essential component to your retirement plan.

 What’s not well understood is the vast array of options that are available for claiming your benefits. Depending on the path you take, it is possible to significantly increase or reduce the lifetime value of the benefits you’ve earned. Depending on your situation, the difference in value can be worth hundreds of thousands of dollars. The more you have earned, the more is at stake. We can help you find the best path forward.

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"I met Marty Higgins through a friend over 6 years ago. His professionalism and knowledge was apparent as soon as we talked. He became my Financial Advisor and it was the best move I could have made for my retirement years. Also, grab his book DistributionLand. It is very informative."

- Gary B Hastings

"Marty and his team at Family Wealth Management have gone above and beyond to ensure my retirement years have been comfortable and full of travel and adventure. I am grateful for his guidance, professionalism, and vast financial expertise. You will be, too!"

- Kathleen Woodring

Our Services
Investment Planning

“We make a difference in our clients’ futures financially. As a trusted fiduciary, we are OBLIGATED to put your best interests first.”

Our Investment Planning Philosophy – “The Money Must Be a Servant to a Plan”. 

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"They really care about you not just managing your money. Great people to work with. The name reflects what they care about family."

- Marco J Anthony

"I want to thank you for all you did for me during the recent down cycle of the financial industry. When everything around us was crashing, you were steadfast and positive. Your wealth of knowledge shined through during the tough times and right decisions were made because of you. Thank you again for all your help and for always treating me like I am your only client."

- Theresa Fay

Designed for You
Insurance Planning

Insurance planning is a critical component of a comprehensive financial plan. At Family Wealth Management, we advise our clients on growing and protecting their wealth. Proper risk management and insurance planning are necessary to financial success.

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"My wife and I have been clients of Marty Higgins and Family Wealth for over 30 years and they have taken care of all our insurance and investment needs. We have just entered the retirement faze of life and it would not be possible with out the help and guidance of the plan and investments that we put together several years ago. I highly recommend the folks at Family Wealth and have referred several of my friends who are now clients also. Marty and his Staff are the best!!"

- Frank & Analiz Ingargiola

"Marty (and now his team at Family Wealth Management) has helped 4 generations of my family for many years. When someone in the family refers to “Marty” we all know who they mean! He is responsive, follows through as promised, and truly recognizes that people are not one size fits all in terms of financial goals. He always provides information both for the present and to protect/grow assets for the individual’s and the family’s future!"

- Catherine Jones

The above statements are provided from clients of the advisor. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.

Martin V. Higgins

Martin V. Higgins, CFP®, ChFC®, CLU®, AEP®, LUTCF®, RHU®

Founder/President

856-988-7722

Michael J. Einhorn

Michael J. Einhorn, CFP®, ChFC®, CDFA®

Senior Partner

856-988-7722

Scott Mahoney

Scott Mahoney, CFP®, CMFC®

Financial Advisor

856-988-7722

Scott G. Higgins

Scott G. Higgins, CLTC®

Financial Advisor

856-988-7722

Laura (Higgins) Stupar

Laura (Higgins) Stupar

Certified Para-Planner

856-988-7722

Alexis Halsey

Alexis Halsey

Business & Client Coordinator

856-988-7722

Doreen Patrick

Doreen Patrick, ACS®

Scheduling and Client Services Assistant

856-988-7722

Ann Ostrenga

Ann Ostrenga

Scheduling and Client Services Assistant

856-988-7722

Client Centered

WITH THIS BOOK, YOU'LL KNOW EXACTLY HOW TO:

  • Identify goals, create a plan & get organized for retirement
  • Calculate your true income needs, including social security
  • Recognize dangers and opportunities
  • Understand how to manage risk

Sign up for our mailing list to receive news about Distribution Land & an exclusive download of the book’s introduction and Chapter 1 for FREE!

In The News

Associated has received coverage from leading media outlets, both local and national.

Mutual of Omaha Honors Agent and Financial Advisor Marty Higgins for Unprecedented Success

Mutual of Omaha Honors Agent and Financial Advisor Marty Higgins for Unprecedented Success

Mutual of Omaha, a renowned Fortune 500 insurance and financial services company, recently paid tribute to Marty Higgins of Marlton, N.J., recognizing him as one of the most accomplished agents and financial advisors in their remarkable 114-year history. In fact, Marty Higgins has achieved such extraordinary success that he is the only individual to have an official day dedicated to honoring his contributions - June 19th, known as Marty Higgins Day.

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