Marty retired in 2017. His 30+ year career in financial services began in 1981 when he joined a large independent Cincinnati CPA Firm. In late 1989 he left his position as tax manager to start a financial planning and investment management practice.
Recognizing the value to his clients of being a part of a larger more diverse group of professionals, early in 2012 he helped found Clarify Wealth Management. Clarify shares Marty’s longtime goal of helping clients better protect, manage and enjoy the wealth they have created.
Martin Kubik, CPA/PFSRetired, Founding Member
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Clarify Wealth is a group of financial experts with a common purpose.
We believe in great communication, leading with integrity, and service to others.