Broker Check

Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

At Family Wealth Management, we take a team perspective on holistic wealth management, ensuring that you benefit from the advantage of multiple perspectives. While you may work closely with one advisor, behind the scenes, our team collaborates and outsources to other professionals such as attorneys and CPAs to provide you with comprehensive solutions. Our approach extends beyond the individual client to encompass the entire family, spanning multiple generations. We firmly believe in building relationships based on trust, and we take pride in serving not only our clients but also their children, ensuring a seamless transition of wealth and financial guidance for future generations.

As a multi-generational, family-based team, we truly understand the importance of family dynamics in financial planning, because we experience it firsthand. Unlike many advisors who are expected to retire in the next 10 years, we plan to be your trusted advisor for life. With our unique credentials and expertise in both bull and bear markets, we bring a rare combination of CFP®, ChFC®, CMFC®, as well as multiple other professional designations. This enables us to skillfully structure portfolios tailored to meet your specific goals, providing you with peace of mind and confidence in our abilities.

While we value the personal touch and human connection in our client relationships, we also recognize the importance of integrating modern technology into our services. We believe that you should partner with a trusted advisor, not solely rely on an app. However, we also understand the need for convenience and accessibility. As our client, you will have access to personalized financial planning software, real-time updates on our calendars, and risk management tools, all available at your fingertips. With us, you can enjoy the best of both worlds – the expertise of a dedicated team and the convenience of cutting-edge technology.

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

Founder/President

856-988-7722

marty@familywealthadvisory.com

Martin V. Higgins is a renowned financial professional and the founder and president of Family Wealth Management LLC, a prominent wealth management firm located in Marlton, NJ. With his expertise as a Certified Financial Planner®...
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Michael J. Einhorn, CFP®, ChFC®, CDFA®

Senior Partner

856-988-7722

michael@familywealthadvisory.com

Michael is a highly experienced professional in the financial services industry, holding several certifications including Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Certified...
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Scott Mahoney, CFP®, CMFC®

Financial Advisor

856-988-7722

scott.hpf@familywealthadvisory.com

Scott is a highly skilled financial professional who joined Family Wealth Management LLC in 2017, bringing with him over 15 years of experience in the financial services industry. As a Certified Financial Planner® (CFP®),...
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Scott G. Higgins, CLTC®

Financial Advisor

856-988-7722

scott@familywealthadvisory.com

Scott joined Family Wealth Management LLC in 2015. His focus is working with young families and professionals who are seeking to build a secure financial foundation, accumulate wealth, and optimize lifestyle design.Whether you are in...
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Laura (Higgins) Stupar

Certified Para-Planner

856-988-7722

laura@familywealthadvisory.com

Laura has been an invaluable member of the Family Wealth Management LLC team since 2010. Her role as the lead coordinator for onboarding and implementing financial plans, as well as servicing existing plans, has been instrumental in...
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Alexis Halsey

Business & Client Coordinator

856-988-7722

alexis@familywealthadvisory.com

Alexis became a valued member of the Family Wealth Management, LLC team in 2019, leveraging her decade-long experience in providing support to financial advisors. Her expertise, skills, and warm personality greatly contribute to the...
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Doreen Patrick, ACS®

Scheduling and Client Services Assistant

856-988-7722

doreen@familywealthadvisory.com

Doreen became a valuable member of the Family Wealth Management LLC team in 2015, initially joining as a Scheduling Assistant. Over the years, her role has expanded, and she now provides a wide range of client concierge services....
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Ann Ostrenga

Scheduling and Client Services Assistant

856-988-7722

ann@familywealthadvisory.com

Ann joined Family Wealth Management LLC in 2023, as Scheduling and Client Services Assistant.  Her role includes scheduling clients for reviews, launching social media and email campaigns, managing the advisor’s calendars...

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