Creating Financial Freedom
Planning is bringing the future into the present so you can do something about it now. – A. Lakein
Successful investing is about managing risk, not avoiding it.
How do you score?
How Can I Help You?
Analyze your financial situation and establish goals
Create your long-term financial roadmap
Build a diversified investment portfolio
Address your wealth management risks and concerns
Assess your financial plan on a regular basis
Meet Marti
Marti Hopler has been a financial and business consultant for over 20 years. She is a Chartered Financial Consultant® (ChFC®), which shows her dedication to comprehensive financial planning, integrity, and professional financial advice. She holds FINRA Series 7, 63, and 65 licenses, as well as insurance licenses.
Marti started her career as a Navy nurse. Through her service and the GI Bill, she obtained a business administration degree from the University of Baltimore. Marti was a senior human resources executive for a major healthcare organization in the Washington metro area. Her experience with executive compensation, retirement plan management, and employee benefits uniquely positions her to help businesses plan for their own future. She is passionate about educating youth and adults to elevate their financial intelligence and advance their futures. She is a frequent community speaker on financial topics, and her favorite thing about her career is seeing clients achieve financial success.
Our Value Proposition & Who We Serve
Touchstone Partners has the unique ability to evaluate clients’ current financial life and develop an organized plan of action, while bringing clarity and transparency to their actions and recommendations. Touchstone Partners helps people understand why they are doing what they are doing. We help them find financial efficiencies along with pointing out the reality of their current financial strategies. Touchstone Partners can make something as tedious as financial planning an enjoyable and creative endeavor. We are a valuable resource in helping our clients find solutions that meet their goals and objectives.
Individuals
Touchstone Partners has experience working with business owners, corporate executives and successful individuals to create and implement strategies to grow and build wealth over time.
Families
Marti, managing partner of Touchstone Partners, is a mother of teenage sons who feels a commitment to improving the financial intelligence of both youth and adults. She is a community speaker on various financial topics and enjoys witnessing the financial success of her clients, while taking into account retirement, legacy and succession planning.
Small Businesses
After several years as the senior human resources executive for a major healthcare organization in the Washington metropolitan area, Marti began her career in financial services. Her work in the executive compensation arena, retirement plan management, employee benefits and asset management were an excellent foundation for her work with growing businesses.
The Importance of Financial Advice
Do I Really Need
A Financial Advisor?
Managing investments and financial decisions can be complex and overwhelming. A financial advisor usually has access to time, resources, and experience that you may not have in your busy work life. A financial advisor can also provide an extra layer of accountability and organization when it comes to your finances, keeping you on track to reach your financial goals.
Ongoing Consultations & Reviews
Still not sure? Schedule a consultation today
to find out if Touchstone Partners is the right fit for you!
Hours of Operation
MON – FRI
9:00am – 5:00pm
SAT
By appointment only
SUN
We are closed
Drop Us a Line
Don’t be shy. Let us know if you have any questions!
Touchstone Partners
8107 Birnam Wood Drive, McLean, VA 22102 | (301) 526-8900 | [email protected]
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Touchstone Partners and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of DC, FL, MD, OH, SC, TN, TX, VA.