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Martin Lowy, CPA

My goal is to help you and your family to become financially organized and reduce the stress associated with poor money management.

We start with a detailed analysis of where you are today, prepare an individualized spending and savings plan and then help you implement my easy-to-follow personal money management system. I do not sell securities or insurance. This is strictly an advisory service to help you get your finances back on track.

You can be assured of the highest level of client confidentiality. I adhere to my profession’s very stringent privacy policy and would be the only one handling your personal information.

"My CPA husband, not your typical bean counter,
has made it very easy and almost fun for us to manage our
personal financial affairs. You can do it too!"
--Mimi Lowy