Barry J Martzahl, CFP®, CIMA®

Managing Director, Wealth Management, Institutional Consulting Director

(920) 436-5605(920) 436-5605
(800) 525-2396(800) 525-2396

As Managing Director of Wealth Management, Barry Martzahl is responsible for setting strategic policy, portfolio optimization and investment manager selection. He serves a diverse group of clientele which includes foundations and endowments, corporations, successful professionals and families with substantial and complex assets. He is supported by a team of dedicated analysts and operations staff that perform due diligence on investment management firms, assist clients in reviewing investment policy statements and deliver customized performance measurement and monitoring services.

Barry has served the needs of institutional clients and multi-generational families for more than 30 years. A lifelong learner, he has several advanced industry designations that reflect his ability to develop specific strategies to help manage investments, minimize taxes, protect assets, maximize growth and transfer wealth. A graduate of the University of Wisconsin – Oshkosh, Barry attended the Wharton Business School at the University of Pennsylvania, completing coursework in conjunction with the Investment Management Consultants Association (IMCA) that resulted in certification as a Certified Investment Management Analyst® (CIMA®). Barry has earned the right to use the CERTIFIED FINANCIAL PLANNERTM (CFP®), a designation granted by the CERTIFIED FINANCIAL PLANNER TM Board of Standards, Inc., by successfully completing initial and ongoing certification requirements.

Barry has been recognized by the Financial Times’ Top 401 Retirement Plan Advisors for 2016 and 2017, as well as Barron’s List of America’s Top 1200 Financial Advisors for the past eight years – he ranked #5 in Wisconsin for 2018. Additionally, Barry ranked #3 in Wisconsin in the 2018 Forbes Magazine Best in State Wealth Advisors.

Married for nearly 30 years, Barry and his wife have raised four wonderful sons. When he is not working with clients, he enjoys spending time with his family, golfing, fishing and traveling. Barry enjoys giving back to his local community, and he volunteers his time and leadership to several organizations. He serves on the Board of Directors of the Boys and Girls Club of Greater Green Bay, as well as the Green Bay Area Catholic High School Foundation. He and his wife have co-chaired the Notre Dame Academy Tritonfest for several years.

Securities Agent: WI, VA, UT, TX, TN, OR, OH, NY, NM, NE, NC, MO, MN, MI, MD, IL, IA, GA, FL, DE, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1294059

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