Meet Your Planner
MARTIN A. SCOTT, CFP®, EA
Founder of Lasting Wealth Principles, a fee-only comprehensive financial planning firm dedicated to helping small business owners reach their financial goals and dreams.
Martin is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BS from Cornell University and an MBA from Seton Hall University. Martin is also an Enrolled Agent (EA) who has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS). The Enrolled Agent status is the highest credential the IRS awards. Martin’s commitment to being a lifelong learner of financial planning knowledge and getting involved in the profession is shown by his active memberships in XY Planning Network (XYPN) and National Association of Personal Financial Advisors (NAPFA). Additionally, Martin is part of the Cornell Entrepreneurship Network (CEN) as he believes that continued learning of how to be a great business owner ultimately will provide the most value to clients.
Q: Why are you a financial planner?
A: I have a passion for helping others become more knowledgeable about money. My belief is that every individual person has a unique perspective on money and financial journey. It is my purpose in life to help my clients become more informed about money, which ultimately provides them the opportunity to make better financial decisions that align with their specific goals.
Q: Why are you looking to serve clients in their 30’s and 40’s?
A: I believe business owners in this age range have been overlooked by the financial services industry as most are still in the building stage of their financial journey and have not accumulated large amounts of wealth yet. It is my goal to be the financial planner for my clients “every step of the way.”
Q: What are words that you live by?
A: “As iron sharpens iron, so one person sharpens another.” Proverbs 27:17
A: “An intelligent heart acquires knowledge, and the ear of the wise seeks knowledge.” Proverbs 18:15
Q: List one person who has greatly inspired you.
A: Stevie Wonder. Despite the challenges of blindness, he is considered one of the most successful artists in the history of music and also has inspired social change.
Q: What do you do when not working?
A: I spend time with my wife and two sons, which includes going to church, helping with homework, sports practices, or just hanging out at home. Anytime remaining, I enjoy doing different types of volunteer work and watching football.
Q: What is one fact that people might not know about you?
A: I played football at Cornell University all four seasons.
