Everything starts with a well-crafted plan. Our approach is comprehensive and personalized—designed to align with your goals and adapt to life’s changes. We cover every angle, including retirement planning, detailed cash flow analysis, what-if scenario modeling, insurance reviews, portfolio evaluations, Social Security strategies, and tax-efficient planning.
Your wealth management strategy should go hand-in-hand with your financial plan. A strong wealth manager doesn’t just grow your assets—they align every investment decision with the goals and priorities outlined in your financial plan, ensuring your money is working toward what matters most to you.
Our team's diverse background and deep expertise allow us to go beyond traditional wealth management. We offer a multidimensional approach that combines strategic planning, disciplined investment management, and personalized guidance tailored to your life. Whether you're planning for retirement, navigating a career transition, or building generational wealth, we provide clarity and confidence every step of the way.
We recognize that your financial life is multifaceted. While we aim to provide as many key advisory services in-house as possible, we also know that the best solutions sometimes come through trusted partnerships. That’s why we’ve built a carefully vetted network of top-tier professionals—from estate attorneys and CPAs to lending experts—ensuring you have access to the right expertise, without the guesswork.
At Martz Financial, we believe financial planning shouldn’t be complicated—it should be clear, personal, and built around you. Our approach starts by truly getting to know your goals, values, and current financial picture. We listen first, then create a custom strategy that aligns with your life—not some industry template.
We begin by learning about your full financial picture—goals, assets, income, and what matters most to you—so we can tailor a plan that truly fits.
Using the insights gathered, we craft a personalized financial strategy designed to help you achieve both short- and long-term goals.
Once the plan is in place, we take action—helping you set up accounts, allocate investments, and put strategies into motion with confidence.
Your financial plan isn’t static. We regularly review your progress, adjust as needed, and keep you informed every step of the way.
With a decade of experience guiding individuals and families toward lasting financial security, Alvin Arunkumar pairs a rigorous economics background with a passion for client-first service. He began his career shortly after earning a Bachelor’s degree in Economics from Rutgers University and has since specialized in comprehensive financial services, encompassing retirement income strategies, investment planning, and delivering exceptional day-to-day client service.
Alvin holds the SIE, Series 7, and Series 66 securities licenses, along with life and health insurance licenses, equipping him to deliver integrated solutions that address every stage of a client’s financial journey. Whether he’s designing retirement roadmaps or helping clients navigate complex market conditions, Alvin’s goal is always the same: to translate financial complexity into clear, confident action plans.
Away from the office, Alvin lives in Frederick with his family, where he can be found testing new recipes in the kitchen, squeezing in a hike or a weight-lifting session, racking up wins at the billiards table, or relaxing with a good book. Alvin brings the same energy and curiosity to his personal life that he offers every client—believing that a well-planned future should leave plenty of room for enjoying the present.
With over 15 years of experience in financial services, retirement planning, and investment management, Augustus “Gus” Martz brings deep industry knowledge and a client-centered approach to every relationship. As Founder and Financial Advisor, Gus is committed to helping individuals and families navigate their financial lives with clarity and confidence.
Gus holds a Bachelor of Science in Finance from Virginia Tech and has completed additional education through the College for Financial Planning, earning the Chartered Retirement Plans Specialist® (CRPS®) designation. He is licensed with the Series 7, Series 66, and Life and Health insurance certifications, allowing him to offer comprehensive, personalized financial strategies that align with his clients’ goals and values. Gus lives in Myersville, Maryland, with his wife, Mackenzie, and their two children, Will and Caroline. Outside of work, he enjoys quality time with his family and can often be found golfing, hiking, fishing, or skiing—activities that reflect the balance and fulfillment he encourages in his clients’ lives.
