Experienced guidance.
Personal relationships.
Financial planning is personal. We believe the relationship with your advisor should be, too.
For nearly three decades, Angela Martin has helped individuals and families navigate the decisions that come with building, protecting, and transferring wealth.
Today, WealthPlan Partner brings that experience together with a highly personal approach to financial planning, investment management, and legacy coordination.
We know your plan. We know your family. And we’re here when life changes.
Personal by design.
WealthPlan Partner is intentionally boutique. You work with people who know you, know your plan, and understand the decisions behind it. As your needs evolve, we coordinate the resources and expertise needed to keep your WealthPlan moving forward.
Angela Martin, CRPC®, BFA™
Angela Martin has been helping individuals and families make thoughtful financial decisions since 1998. She founded WealthPlan Partner around a simple belief: financial advice should connect the pieces of your financial life rather than address them one at a time.
Her approach brings financial planning, investment management, and legacy coordination together within one ongoing WealthPlan, helping clients understand not only what they own, but why they own it and how each decision supports the life they are building.
Angela is known for making complex financial decisions easier to understand and for building relationships that often extend across generations. For her, good advice starts with knowing the people, priorities, and family behind the plan.
Financial advisor since 1998 • Chartered Retirement Planning Counselor (CRPC®) • Behavioral Financial Advisor (BFA™) • Series 7, 31, 64, 65 • CA Insurance License #0B58736
Zoe Martin
Zoe supports the day-to-day client experience at WealthPlan Partner, helping keep the administrative details behind each WealthPlan organized and moving forward.
She assists with new account opening, transfers, service requests, data management, and other operational needs. Her attention to detail and follow-through help make the client experience as seamless as possible.
Dennis Brewster
Dennis provides supervisory and compliance oversight to WealthPlan Partner.
Personal advice. Broader resources.
WealthPlan Partner is intentionally personal. Your relationship is not handed from department to department or lost inside a large organization.
When specialized expertise or additional resources are needed, we coordinate with professionals across our broader network, including investment managers, product specialists, estate planning attorneys, tax professionals, and resources available through Osaic Wealth.
You get the personal attention of a boutique advisory relationship with access to broader resources when your plan calls for them.
Your financial life deserves a plan that knows you.
Let's start a conversation about where you are, where you want to go, and how your WealthPlan can help bring it all together.
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