Bader Martin PS
Certified Public Accountants + Business Advisors
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Bader Martin supports you in creating, managing and preserving wealth. As your personal advisor, we adopt an integrated approach to holistic financial management. One that is tailored to reflect your unique circumstances. That merges traditional tax and financial services with strategic retirement, estate, and wealth planning. And one that supports you in developing and achieving your financial and personal goals.

In the process, we work collaboratively with your existing investment advisors and other professionals. And should you have a need for additional, outside resources, we work closely with some of the region's best attorneys, bankers, and brokers.

To ensure that we exercise independent judgment and operate only in your best interest, we never sell products, recommend specific investments, charge service-specific rates, or accept commissions and referral fees.

BADER MARTIN PERSONAL FINANCIAL CONTACTS:
  Chris Strand  

  David Stiefel  



OUR PERSONAL FINANCIAL SERVICES INCLUDE:

Personal and family financial statements

Budgeting

Financial modeling

Accounting services and check writing

Wealth planning 

Estate planning, charitable giving and wealth transfer

Retirement planning

Goal setting and risk analysis

Family offices

Succession/exit planning

Family business and family partnership services

Insurance planning and personal liability protection

Personal and family foundations

Real estate investments consulting

Education funding

Compensation, stock options and fringe benefit consulting