Plan B Investments

The advisory team consists of Marty and Justin. Client testimonials on the firm's website describe Marty as the architect of investment choices — consolidating 401(k)s, aligning salary with future cost-of-living estimates, and selecting investment options suited to risk tolerance. The division of labor between Marty and Justin is not detailed on the site.

There is no indication that Plan B Investments commits to third-party private funds or originates direct deals. The firm's website describes services centered on individual financial planning, investment consolidation, and estate coordination. Its RIA structure and fiduciary language point to standard retail wealth management, not institutional portfolio construction.

Plan B Investments is a registered investment advisor, not a family office. Its website frames the practice as personal financial therapy for individuals and families, with an emphasis on emotional reassurance around money. It lacks the structural markers of a multi-family office — no in-house tax, legal, or concierge services are advertised, and corporate entity structuring is absent from the firm's materials.

The firm does not disclose the origin of its principals' wealth or the capital it advises. The practice bills itself as a client-serving RIA, not as a vehicle deploying a single family's balance sheet. Its revenue model is fee-based planning, not asset owner capital deployment.

Plan B Investments does not indicate any co-investment activity. Its advice model suggests that it selects publicly available securities and insurance-based products for clients, rather than co-underwriting private investments alongside general partners.

The firm's website references estate planning but does not identify philanthropic vehicles such as donor-advised funds, private foundations, or charitable trusts. The estate planning appears to focus on traditional will and trust coordination rather than philanthropic advisory as a standalone service line.

Client acquisition appears driven by workshops, educational events, and referrals from long-standing relationships. The website advertises a 35-year client relationship for Marty and features a testimonial that spans 20 years. This word-of-mouth model is reinforced by the firm's 'contact us for evening and weekend availability' offer, which mirrors a local, relationship-based practice.