Broker Check

Team

We are passionate about helping our clients enjoy their wealth without worry.

The co-founders of our financial planning team, Steve Martin and Karin Grablin, have provided comprehensive wealth management and concierge financial services to high-net-worth individuals and their families for almost 20 years.

The depth and breadth of our business skills, combined with our professional relationships and the resources of LPL Financial enable us to fulfill a wide range of planning needs for our clients: we understand the complexities of their unique situations and are committed to providing comprehensive, innovative solutions to help address their specific goals—all with a concierge level of service.

 

Stephen J. Martin, CFP®

Chief Executive Officer / Senior Wealth Advisor

941.556.9004 x 203

Steve advises clients and manages the firm’s investment research, including on-site due diligence of investment managers. He has over 18 years of experience advising individuals and institutions at UBS PaineWebber...

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Karin A. Grablin CPA, CFP®

Chief Operating Officer / Senior Wealth Advisor

941.556.9004 x 202

Karin advises clients and oversees the firm’s operations, administration and marketing. Karin’s two decades of prior business experience in real estate franchising, employee leasing and non- profits have made her well-versed...

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David is responsible for ongoing investment research to assist with the design and implementation of client investment portfolios. His duties also include analysis of client accounts, preparation for client meetings...

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Nancy manages client servicing and administration as well as the firm’s compliance with all industry and broker/dealer regulations and requirements. She oversees the transition of new clients to the firm and regularly communicates...

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Taylor supports all new client account activity, on-going client transaction & maintenance activity, collection of data to support tax reporting and routine correspondence/reporting for clients. He oversees general office operations...

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