Our Firm

About Martha Kern

Martha works with her clients in a few different ways. If you want a detailed roadmap of how to reach your financial goals, she can work with you to prepare a comprehensive financial plan for a flat fee.  If you want guidance on your investments including assest allocation* and managing risk, Martha can provide professional management of your portfolio for an asset-based fee. If you need specific product solutions, Martha has access to insurance and annuity products which are commission based. Martha will work with you to determine what fee structure is most appropriate for your overall situation.  Martha does not require a certain level of income or net worth for new clients.

Martha earned her Bachelor of Arts in physics and cognitive science from the University of Virginia in 2002. Upon graduation, she taught high school physics and math in Norfolk, Virginia for two years.  In August 2004, Martha joined New York Life as a life insurance agent.  Since then she has completed her Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Most recently, Martha earned her Masters of Science in Financial Services (MSFS) in 2016. She is passionate about animal welfare and serves on the board of directors for the Alachua County Humane Society. She lives in Gainesville, Florida with her husband Ryan, their three cats, Domino, Princess and Tiger, and their two dogs Valentina and Maggie.

About Eagle Strategies

Eagle Strategies is a wholly-owned subsidiary of New York Life Insurance Company – one of the largest mutual insurers in the world. For more than 170 years, New York Life has kept its promises to its policyholders and with its subsidiaries.

Eagle Strategies shares the same values and commitment to clients as our parent. That is one of the reasons we believe we have enjoyed long relationships with our Advisors and their clients. In addition, Eagle Strategies is committed to providing an exceptional level of specialization and expertise to our Advisors. We ensure they have the resources and solutions necessary to build a portfolio with a diverse mix of equity, fixed income, and specialty asset classes, thereby helping their clients reach their long-term goals and withstand unforeseen fluctuations.

We are not directly affiliated with an investment management firm, thereby allowing our Financial Advisors to conduct advisory practices that are independent and free from the pressures of recommending proprietary investment vehicles. This allows our Advisors to select product solutions that best align with the individual goals of their clients.

About New York Life

New York Life is one of the strongest and most financially secure companies in the industry. As a financial professional, I understand that my ability to help you reach your goals rests on the trust you place in me — a trust that has to be earned. Because I'm with New York Life, you can rest assured that I conduct my business in a way that reflects the values and beliefs that have guided our company for more than 170 years. New York Life believes the following:

—Decisions should be made for your long-term benefits, not to meet the short-term demands of shareholders.

—Proper guidance from someone you trust never goes out of style.

—A well-rounded strategy is smart business strategy.

—Being good at what we do defines our character.

 

*Asset allocation does not ensure a profit or protect against a loss, but is intended to help you manage your goals and risk tolerance.