The human side of wealth management.

You know where you want to go.
We can help you find your way.

It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams, your choices, your vision of what you want your future to be. And how the right path can take you there.

Learn More About Kelman Lazarov

Marty Kelman, Financial Advisor | Chairman

Marty Kelman brings a unique blend of education, experience and expertise to his namesake financial planning and investment advisory firm. With advanced degrees in counseling and finance, he listens actively, plans thoughtfully and coaches effectively as he helps clients build and manage wealth. Together with his team, they confront the biggest financial fears their clients have through sound investment strategies, efficient execution and consistent performance.
Meet The Team