Greater Financial is a registered investment advisor founded in 2023 and owned by Carolina Martinez, operating out of Sarasota, Florida. The firm offers comprehensive wealth management services that combine ongoing financial planning with portfolio management, giving the advisor authority to make trades on your behalf. For clients looking for specific advice without full investment management, Greater Financial provides project-based financial planning to address targeted questions such as retirement readiness, cash flow analysis, tax reduction strategies, and estate preservation. Additionally, the firm offers digital courses and group coaching programs focused on foundational money management, investing basics, and building generational wealth. Greater Financial also monitors portfolios for clients who prefer to execute trades themselves under an asset advisement arrangement. The firm emphasizes a personalized approach tailored to each client's goals, time horizon, and risk tolerance.
Fee Structure
Greater Financial offers investment management as part of its Wealth Strategy service. The ongoing fees are billed monthly and range from $350 to $2,000 per month, depending on the complexity of your situation, your unique planning needs, and the size of your portfolio. Before starting, clients pay an initial one-time planning fee between $1,500 and $3,000 for the initial financial plan.