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Strategies Built to Align Your Financial Picture

GET TO KNOW YOUR ADVOCATES

At Martin Haugh Financial

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Dan Martin

Dan Martin, CLU, CHFC

Principal And Financial Advisor

Charlie Haugh

Charlie Haugh, CRPC®, ChFEBC

Principal And Financial Advisor

Nick Blattner

Nick Blattner
CRPC®, ChFEBC℠

Principal And Financial Advisor

Brian Wright

Brian Wright

Financial Advisor

Taylor van Doorninck

Taylor van Doorninck

Financial Advisor

Rupa Shrestha

Rupa Shrestha

Director of Client Service

Megan Dixon

Megan Dixon

Client Service Specialist

What It Means to Work
With Martin Haugh Financial

Founding advisors, Dan Martin and Charlie Haugh combined their efforts to create Martin Haugh Financial in 2013. Since day one, they’ve implemented values of hard work, tenacity and longevity when it comes to building dynamic solutions for our clients.

Through a Team-Based Approach

HERE’S WHAT YOU CAN EXPECT

Unmatched Client Support

Unmatched Client Support

Boutique in nature, we remain committed to serving our clients’ personal needs.

Collaborating As Partners

Collaborating As Partners

We take a holistic approach in getting to know you and the goals you have in mind.

Independence in Nature

Independence in Nature

The extent of our investment offerings has the potential to address your specific goals.

Personal Wealth Management

PROVIDED IN A HOLISTIC MANNER

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The values we adhere to are emphasized throughout our work at Martin Haugh. Utilizing eMoney, we’re able to take a look at the complexities of your financial situation under one roof. From developing your portfolio to preparing for retirement and the legacy you’ll leave, we will address any questions you may have.

Do Our Values Align With Your Own?

Contact Us to Learn More