More Testimonials
What Our Valued Clients Are Saying...
The following 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.
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Marty helped us get on track for retirement savings and investments, Very please, if you are not in plan contact him and get one going!
-Darrell Proctor
marty and his staff provided excellent advice for my financial planning and i have been happy with the results. if you are in need of advice or if you need a second opinion, i would suggest giving them a call. there is no pressure, just listen to what they have to say. adeline renzi
-Adeline Renzi
Everyone at Family Wealth Management is so friendly and helpful. My family has been using them for years. I would definitely recommend them to anyone!
-Kerri McNally
It's hard for me to say, but 7 years ago when I moved to Voorhees I was not feeling too comfortable with my previous advisor. I really didn't want to go through the process of choosing a new financial advisor because I thought all of them would just be the same and only concerned with getting my money, instead of really doing what's in my best interest. That all changed when one of my close friends told me about Marty Higgins and his team at Family Wealth Management in marlton. I decided to give him a shot and I can honestly say that was the BEST decision of my life!!! Marty answered all of my concerns and I could tell that he was there for ME. I HIGHLY RECOMMEND anyone loojking for an advisor to give Marty Higgins a call and you will NOT regret it!
-Janet Cohen
My wife and I have trusted Marty and his staff with our life savings for over 7 years. It has proven to be the best decision of our financial lives. One of the most important factors as they guide us through our financial life, is that they are proactive and they don’t rest on their laurels. As important as Marty’s financial advice is he also listens to our wants and needs as we get older. We will continue to be Family Wealth Management’s clients going into our retirement years and would very highly recommend Marty and his staff.
-Eric Boysen
My husband and I have been with Marty and his staff for 7 years. They are very professional and definitely know what they’re doing. When it comes to our financial goals, Marty has been spot on. We highly recommend Family Wealth Management.
-Elvisa Boysen
The Financial Team at "Family Wealth Management " is extremely knowledgeable, professional and attentive to making your money grow. Marty Higgins and his team has the experience to set up your financial portfolio up for success!!!
-Amy Alfano
My wife and I have been clients of Family Wealth Management for at least 10 years now. Marty Higgins, our financial advisor, has been doing a superb job managing our finances and brokerage account while planning for our future lives in retirement. He is very personable, asks the right questions, and follows up on the advice given. His staff is top-notch as well. We would definitely recommend him and his firm for anyone seeking assistance and sound planning for their wealth, income and other assets.
-G H
We have been with Family Wealth Management since 2015. The day we went in for our complementary review we knew we found the right financial planner. Marty and his team have helped us navigate through all the intricacies and financial options of retirement, job loss, downsizing and leaving our children in a better place. Marty gets to know you on a personal level, asks some tough questions and then sets up a diversified portfolio to address all your concerns. We sleep better knowing he is looking out for us, both building wealth and protecting our assets. Highly recommend Family Wealth Management as a skilled, passionate and compassionate company.
-Cindy Mason
Professional, knowledgeable and responsive.
Great firm.
-Charles Schmidt
I have spent my entire professional life working with lawyers, doctors, corporate executives etc. I am not a stranger to the business world. However, I have never felt more valued, respected and welcomed as I felt upon meeting Scott and Alexis. From my initial phone call to our following meeting I was treated with kindness and patience. I have every confidence my best interest will be their priority along with the many individuals who are fortunate to be their clients. Thank you again for one of the most pleasurable business experiences I have ever had.
-Rosemary Stumm-Jordan
I highly recommend the team established at Family Wealth Management (FWM) for your various financial needs. My first point of contact was with Mr. Josh Clifford and because of his patience, expertise and professionalism, I became quickly confident in a field where I previously had no experience in. Mr. Clifford and Mr. Ryan Horak took the time to communicate with me in person, over phone call, and email to ensure that our goals were aligned, regardless of my billions of questions. I feel more secure and financially literate than I have ever been before.
-Maxx Esteves
We couldn’t be happier with Marty and the financial advisor team. They are always quick to respond, proactive, and truly have our best interests in mind. Laura and Alexis are incredibly hardworking, knowledgeable, and consistently get things done. We trust their guidance completely and they have never steered us wrong. Highly recommend
-Sarah Chew
It has been a pleasure dealing with Mike and Alexis. They have been helping me make the best decision for my financial future. They have made the process so easy. There is a lot of paperwork involved with combining my stuff and they make it hassle free. Thank you for all you do!
-Alice Prindiville
We have been consulting with Marty Higgins for over 40 years in retirement consulting, Insurance and investment. In all of the above the planning has paid off.
We set up a retirement plan which we are using now. I purchased a disability policy early on in my teaching career and unfortunately had to use for almost a year. We had no issues at all.
\We also purchased a cancer policy for my husband and unfortunatley had to use that as well.
Everything was handled very professionly and promptly. I also had Marty Higgins come in and speak to my classes on insurance and investment to help them prepare for the future.
-Linda Gibson
My wife and I had questions in regards to our retirement investments managed by Family Wealth Management and we reached out to Alexis Halsey(Business and Client coordinator). Alexis answered all our questions and provided an abundance of information about our investments. We are so happy we moved all of our retirement investments to Family Wealth Management and would recommend them to everyone.
-Louis Collazzo
Family Wealth Management came highly recommended by my attorney at a time when I was in need of guidance and assistance in managing my father's affairs. I have been with them for six years and I am highly satisfied with them. They are excellent at aligning portfolio performance with personal goals, so much so that we now also have them manage my own family's investments. Mike and Alexis are amazing! I can always rely on them for their guidance, professionalism, and clear and concise communication. Honestly, I do not know what I would do without them and I trust them and recommend them highly!
-Lisa
I have been with Family Wealth Management for many years now and have always been happy with the services provided. Marty ensures I understand the plan set forth based upon my risk tolerance. I trust him completely with my money.
Alexis is a real gem. She always responds to requests for documents or information in a very timely manner. She makes the paperwork that I might have to do easy and stress-free. I really appreciate Alexis.
-Jennifer Yeager
Alexis was very helpful and nice coordinating all my activities and Marty is a total professional class act who gave me invaluable financial advice in timely fashion
-John Riggs
For nearly 25years, I have entrusted my financial future to this team, and I can honestly say they have exceeded my expectations every step of the way.
Their commitment to excellence, unwavering integrity, and genuine care for their clients are evident in everything they do. They take the time to understand not only financial goals but also the personal values and life circumstances behind those goals.
A few weeks ago, I met with them to discuss a significant change in my life. After years of planning to work until age 67, unforeseen circumstances led me to reconsider my timeline and explore the possibility of retiring much sooner. It was a major shift, and I essentially asked them to help me reimagine my entire financial future.
Their response was extraordinary.
They immediately went to work, analyzing every detail and developing a comprehensive plan that gave me options, flexibility, and, most importantly, peace of mind. When they presented their recommendations, I was overcome with emotion. For the first time in a long time, I felt relief. I felt secure. I felt hopeful. I felt the possibility of freedom. Freedom to choose - that all resulted in my trust in them years ago, trusting their process and what they put their heart and souls into everyday. Truly helping their clients and building a future.
What touches me most is not only their expertise, but their compassion. They saw my uncertainty, my fear, and my desire for a different path forward. They met me with professionalism, kindness, and genuine concern for my well-being.
Thanks to their dedicated guidance, tenacity and steadfast focus, I now have the confidence to make decisions that prioritize my health, peace, and quality of life while maintaining financial stability. That gift is immeasurable.
I truly believe God placed these professionals in my life for a reason. Their diligent care, hard work, wisdom, and commitment have helped provide a foundation of financial security that I am deeply grateful for.
If you are looking for financial advisors who combine exceptional expertise with genuine care for their clients, I cannot recommend them highly enough. They are, without question, the gold standard in financial planning and client service that truly CARE. I am truly grateful 🙏🏼⭐️⭐️⭐️⭐️⭐️
-Hope Allen
I have been dealing with Family Wealth for more than 30 years and have found them to be consistently professional and caring. Their only agenda is what's best for my wife and I. They have also handled the finances of my deceased mother with compassion and TLC. I happen to be a financial professional also and look to Marty as "the" specialist. We have the utmost confidence in everyone at Family Wealth Management.
-Jim Martin
I appreciate working with Scott Higgins, who reminds me when it's time to take another look at my financial plan. He found me a nice opportunity to increase my retirement income. I like his clear explanations and the charts that he provides that help me keep track of my goals and plans.
-Patricia Lasusky
I cannot thank you enough for your expertise and support. I appreciate your detailed explanation regarding what health benefit to select. You confirmed what both Evan and I felt would be the best option, we were waiting to hear your educated choice.
After every interaction and meeting I am grateful Chris and I signed on with FWM two years ago.
Thank you.
-MaryBeth
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.