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

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

Founder/President

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® (CFP®), retirement income specialist, and author, Marty assists individuals in preparing for retirement by crafting comprehensive written retirement income plans that can sustain them for over 30 years. He is also the visionary behind "The WealthCare Process," a dynamic 6-step approach designed to instill confidence in clients' financial futures, providing a clear roadmap to achieve their goals and live a life free from financial worries.

Marty's authorship includes the highly acclaimed book Distributionland, which quickly became an Amazon Best Seller upon its publication in October 2014. This book, filled with stories and client experiences, serves as a valuable resource for individuals seeking to effectively manage their wealth and generate an inflation-adjusted income throughout a potential three to four-decade retirement.

Recognized for his commitment to excellence, Marty has consistently received the Women's Choice Award for Financial Advisors and Firms from 2013 to 2024. This prestigious accolade, established by WomenCertified Inc., acknowledges financial professionals who excel in providing quality service to women clients, considering factors such as credentials, experience, and regulatory history. Only a fraction of financial advisors in the U.S. receive this esteemed recognition, with Marty among the select few.

In 2002, Marty's outstanding contributions to the profession led to his induction into Research Magazine's Advisor Hall of Fame. This prestigious honor celebrates excellence in the financial industry and requires candidates to pass rigorous screenings, including a minimum of 15 years of industry service, substantial assets under management, exceptional client service, and recognition from peers and the broader community.

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.

Marty actively participates in professional organizations, including membership in the Financial Planning Association (FPA). He has also served as the past president of the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSNJ).

Specializing in comprehensive financial and retirement income planning, wealth management, and creative insurance planning, Marty caters to a diverse clientele that includes pre-retirees, retirees, independent women, business owners, and companies' 401k plans.

Outside of his professional endeavors, Marty resides in South Jersey with his wife Terri, and is a proud parent to three children and three grandchildren.

I bet you didn’t know…
In the early days of his career in financial services, Marty was discovered at a local restaurant/bar, H. A Winston & Co. and began to model part-time for the local agency in Cherry Hill, NJ. When the shoots started interfering with his client appointments, he decided that his future may be better served to help people rather than in front of a camera, which most would agree!

Why he started Family Wealth Management…
Even though his two youngest children currently work here, they were in middle school when the firm was formed back in 1999. Marty’s vision was that Family Wealth Management would focus on providing generational guidance to one’s entire family so that people of all ages can make informed decisions with their money.

He enjoys…
Marty is an avid golf enthusiast and has played at courses around the world. His most famous course is Pine Valley Golf Club in NJ. It was previously ranked the #1 golf one course in the world by Golf Magazine.

Interesting fact…
Marty never attended college, instead upon graduating high school he began working in construction. He joined Mutual of Omaha in 1976 and currently has 6 professional designations and is currently Mutual of Omaha’s longest active Chairman’s Council Advisor.