About Us
We can help you prepare for the future through financial planning, management of assets, and appropriate investments for your objectives.
Where It All Began
Touchstone Partners was founded in 2012 to serve individuals, families, and businesses of all sizes. We help clients clarify and define their goals and guide them toward achieving them. We are not affiliated with any investment companies, so we are truly objective in the advice we give and the products we recommend. We develop lasting relationships with all of our clients and provide comprehensive solutions with personalized, independent financial advice and investment management.
Helping you define the touchstone by which
you measure success.
Meet Marti Hopler, ChFC®
Marti, the managing partner of Touchstone Partners, 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.
Marti utilizes her strengths to give back to her community in various church committees and throughout Northern Virginia and the DC metro area. As the mother of twin teenage sons, 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.
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.
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.