Partner | Wealth Manager
Martin Harper possesses an extensive background in the financial industry, and a wealth of entrepreneurial experience. Martin attended Syracuse University, has been a self-employed accountant since 1975 and formed Harper Associates, LLC in 1981. He began operation as an Independent Advisor with Harper Associates in 1997, shifting gears to working with CSI Group from 2007-2012. From 2012 to 2021, he operated as the principal of Broadway Financial Management.
Martin joined Ian and Jonathan Millman in Kingsview Partners’ Woodbury, New York office in 2021.
Kingsview Wealth Management’s capabilities and the professionalism of Jonathan and Ian Millman made Mr. Harper’s selection of a new home for his valued clients an easy decision. Kingsview’s fiduciary model allows Mr. Harper a truly independent platform to offer sophisticated wealth management services.