Martin Hopkins
Executive Advisor Managing Director at
Modern Wealth Management
Years of Experience
28 years
Number of Clients
120
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
My belief that the money they have accumulated represents hours of their lives spent to earn it - that it is therefore a sacred trust to be given responsibility to manage it.
Clientele
I have been trained to work with people going through life transitions like the death of a spouse/partner or divorce or simply moving across the country. I have particularly enjoyed working with women in transition. While immigration is nothing like the loss of a loved one, there is a measure of grief of.related to all one leaves behind that you grew up with.
Services Provided
Investment Management
Financial Planning
Retirement Planning
Investment Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
University of Natal, South Africa
LL.B
Obtained in 1975
University of Natal, South Africa
Bachelor of Commerce
Obtained in 1973
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
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