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 financial management. One that is tailored to reflect your unique circumstances. That merges traditional financial, tax and wealth planning services with strategic retirement, estate and financial 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 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 planning and modeling
  • Accounting services and check writing
  • 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
  • Portfolio and investment monitoring and reporting
  • Insurance planning and personal liability protection
  • Personal and family foundations
  • Real estate investments consulting
  • Education funding
  • Compensation, stock options and fringe benefit consulting