Broker Check
Straightforward Wealth Management, LLC

Financial Strategies
Made Simple


Bernard P. Martin Jr., CFP®, CPA/PFS

184 Scenic View Lane
Falls, Pennsylvania 18615

(570) 378-2825 

Private Advisor Group

     I have been affiliated with Private Advisor Group since January 2009 when there was fewer than 100 affiliated advisors to now with the ranks of over 500 affiliated advisors. Private Advisor Group is a unique provider of world class service, in depth risk management and forward thinking strategies for independent advisors.  Built to support the distinct needs of LPL Financial advisors.    

    In addition to being vigilant in its risk management process, Private Advisor Group holds premier one-and-a-half day semiannual conferences in New Jersey where they have world class speakers, the actual mutual fund money managers and industry experts on a variety of relevant topics.  It is at these conferences that I am able to network with other LPL Financial advisors outside of the Tunkhannock and Northeastern Pennsylvania area to share and learn different ideas and strategies so that I can better serve my clients.