518.720.3333Troy, NY

518.306.6268Saratoga Springs, NY


Martin X. Shields, CFP®

In his role as Vice President, Marty’s responsibilities include working with clients on their financial planning and investment management, leading the firm’s 401(k) / 403(b) service and helpingBouchey Steven Bouchey manage the day-to-day operations of the firm.  Before joining the firm over 3 years ago he had 6 years experience working with prominent fee-only firms in Virginia in a similar capacity and 15 years of experience in senior management roles for several public telecom companies leading their financial planning and business analysis groups.

He is a member of the Financial Planning Association (FPA) and served on the Board of the Financial Planning Association of Central Virginia.

Marty earned a Bachelor of Science in Economics from St. Bonaventure University and a Master of Economics from Virginia Tech.  He also received an Executive Certificate in Financial Planning from Georgetown University and is a Certified Financial Planner (CFP®).

Marty is a Board Member of the Regional Food Bank of Northeastern NY, an active parishioner at St. Clements Catholic Church and a soccer coach for the Saratoga Springs Recreation Center.  He has previously served on the boards of the Tyson’s Corner Rotary Club and the Autism Society of Central Virginia.