John Martin

Hard-working business owners and professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.

John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independant financial advisory and wealth management firm in New York. He has served the business community providing tax reduction strategies, along with creating, protecting and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real financial independence more rapidly, especially when taking advantage of all the tax reduction metthods the tax code allows.

Each client can expect the highest level of integrity and confidentially, working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control thier financial life.

John is based in western New York and married to his wife Kit. They have a son and granddaughter, Emma. He enjoys time with family, reading, golfing and travel.


  • Certified Estate Planner (CEP)
  • Registered Financial Consultant (RFC)
  • Investment Advisory Representative (IAR)


  • Financial Services
  • Retirement Planning
  • Insurance Services
  • Estate Planning

John Martin

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