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Marty Ercoline Sr. 

Marty Ercoline Sr. 

Marty began his professional career by serving in the U.S. Air Force for 9 years. He earned his B.S. in business administration while on active duty, and after departing the Air Force he earned his MBA at Southern Illinois University with an emphasis on Economics and Finance.

A majority of Marty’s business career was spent as a Principle  Business Consultant delivering enterprise-wide change programs for Fortune 50 global companies. His focus was repairing mergers and acquisitions that were not working as planned. Through his consulting roles, Marty developed keen insight to the inner workings of our global financial markets.

Marty started his family while stationed in Germany and has been happily married for over 34 years with his wife Abby. Their two grown children are doing well in creating their own families and careers.  Marty and Abby reside in Mesa, AZ with their two rescue dogs. They enjoy hiking, riding street bikes, and are avid wine collectors.

Martin (MJ) Ercoline Jr. 

Martin (MJ) Ercoline Jr. 

Martin Jr. began his professional career as the Director of Undergraduate Admissions at Lindenwood University located outside of St. Louis, Missouri. He focused on athletic and academic recruitment initiatives and oversaw the undergraduate scholarship programs. He is an Alumni of Lindenwood's Health Sciences program, Master of Business Administration program, and was a member of their NCAA D2 Wrestling team. 

In 2018, Martin put his business expertise to work by opening a full service Wealth Management and Financial Planning practice in the sprawling east Phoenix suburbs. He is fully licensed with his Series 7, Series 66, Life and Health Insurance, and the Accredited Asset Management Specialist (AAMS) designation. His practice is focused on helping other hard working individual and business owners reach their unique meaning of financial success. 

Martin is married to his talented wife, Christine, who is nearing completion of her Physician Assistant degree. In their free time, they enjoy walks with their dog Hank, hiking the beautiful countryside, and enjoying Arizona's patio season with good food. 

Our Purpose

Our Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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