Belle View Wealth
About
Belle View Wealth is Dan Martin’s financial planning practice, based on Hampton Road in Raleigh and working with retirees and people approaching retirement across the country. It is fee-only and works under the fiduciary standard.
Martin spent nearly 28 years in institutional finance before starting it, and he built the practice to bring that perspective to individual households. The work covers retirement planning, wealth management, and the decisions that come with rolling over a 401(k). The pitch he makes for all of it is financial planning delivered with clarity.
What to know
- He graduated from UNC Chapel Hill and entered finance in 1998.
- His first job was at Cantor Fitzgerald in the World Trade Center.
- Cantor lost 658 colleagues on September 11, including several of his mentors.
- He worked 16 years at Cantor and 12 more at a hedge fund managing over two billion dollars.
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