Create Financial PEACE of MIND
You work hard.
You're successful in your career. You're busy raising a family. You want to know whether you're on track to reach your financial goals. My mission is to put you on the path to financial freedom.
My Difference
I can relate. I know what it's like to navigate a career, take care of a family, plan for the future, and try to enjoy life today. You're responsibly managing your finances - contributing to your 401(k), saving for your children's college, have some money set aside for a rainy day - but you don't know if you're doing enough.
I am passionate about helping you see what's possible. You know what is important to you and what you want to achieve in life. You just need some help in making your money work toward these goals.
It starts by listening. I want to truly understand your vision for your life. I also know that money can be emotional, and an important part of my job is to help you make decisions grounded in information rather than emotion.
While I serve all kinds of clients, I am particularly passionate about partnering with women – married, single, breadwinner, retired – who want to take control of their financial future.
I believe in an open, collaborative, and non-judgmental approach to discovering your goals & dreams, and creating a financial plan customized to YOU.
Katie Martin, CFA, CFP®
Wealth Management Advisor, Investment Committee Chairperson
For the last two decades, I have been making an impact in the financial world. I spent the majority of my career as an investment analyst, doing in-depth research on investments, portfolio construction, and asset allocation. Having served as a leader at a Fortune 500 investment firm, I also know how to motivate people to success.
I am also a wife and a mom to two daughters. The professional side of me knew planning for the future was important, but the personal side of me also knew I wanted to spend meaningful time with my family along the way. This is what led me to transition to my role as an independent advisor at Visionary Wealth Advisors. I want to use my experience to make an even bigger impact on the lives of individuals. I want to go beyond the transaction to focus on adding value to my clients’ lives by serving as a trusted partner in growing their wealth over time.
Core Values
The core value that drives me above all others: doing what is best for you, the client. I am a fiduciary. This drives me to seek the best possible course of action for you, not just a suitable one. That’s my passion, and it pervades every aspect of my relationship with you, from exploring and understanding the complete picture of your goals and circumstances, to developing your customized financial plan and broadly diversified portfolio, to providing you with highly personalized service and support over time.
My Values: Empathy • Integrity • Trust • Transparency
I create financial plans that are uniquely tailored for each client,
aligning the client’s money with her vision for her best life.
Call Today to schedule an appointment - 618.726.3007
Whether you are starting small or have a large portfolio to work with, I am prepared to offer you everything you need from a relationship with a financial advisor.
How The Fee Part Works
I am a fee-based financial planner. I’m only paid by you, the client. I don’t make money from product transactions.
Instead, I earn a fee from the amount of assets managed. If you are just starting out or prefer to manage your own investments, I can also provide financial planning services for a flat fee based on the complexity of your financial situation.
Unlike the vast majority of financial advisors, I don’t have a minimum portfolio size.
To learn more, the first step is to schedule a complimentary consultation.
Learn From Katie
Get a strategic plan tailored to you.
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If you would like to know more about my services and how I can create a customized financial plan for you, simply fill out the required fields in the form below and click the submit button, and I will get back to you shortly.
Call me today at
618.726.3007
1405 North Green Mount Road, Suite 500
O’Fallon, IL 62269
O’Fallon, IL Office
1405 North Green Mount Road, Suite 500
O’Fallon, IL 62269
Phone: 618.726.3007