Marty Higgins, Your Family Wealth Advisor


Martin V. Higgins is founder of Family Wealth Management, LLC, an independent wealth management firm. He specializes in providing tax-efficient strategies designed for preserving and growing family wealth.Marty Picture

Marty is a Certified Financial Planner (CFP)™ practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP) and most recently earned Chartered Financial Consultant ® (ChFC®} designation.

In 2002 was inducted into Research Magazine’s Advisor Hall of Fame, recognizing excellence in the profession. 2002 Research Magazine Hall of Fame Candidates must pass our rigorous screens, including: service for a minimum of 15 years in the industry, substantial assets under management, superior client service, and recognition from their peers and the broader community for the honor they reflect on their profession.

Marty is co-author of two books, Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He has also contributed to Dan Kennedy’s book The Ultimate Success Secret. He has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local media. His latest book Distributionland, published in October 2014, immediately became an Amazon Best Seller and is a must read for anyone preparing for retirement. Learn more at:

His securities registration includes, Series 6, 63 and 65 held with Mutual of Omaha Investor Services and Insurance Licenses for Life, Health, Disability and Long-Term Care.

Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, baseball, lacrosse and hockey.


Martin V. Higgins is a Registered Representative and offers securities through Mutual of Omaha Investor Services,Inc., a Registered Broker/Dealer, Member FINRA/SIPC and an Investment Advisor Representative and offers Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Family Wealth Management, Financial Literacy Education Center (FLEC), and Practical Money Skills are not affiliated with Mutual of Omaha Investor Services, Inc.

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