Michael E. Martin

Client Officer

Michael E. Martin

Client Officer

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Michael Martin is a Client Officer at Ropes Wealth Advisors. Mike assists clients with planning and administrative aspects of their wealth management. Mike partners with Ropes Wealth Advisors’ investment and planning professionals, Ropes & Gray LLP trustees and client’s external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.

Mike’s career in financial services has focused on serving the needs of individuals, families and business owners. Before joining Ropes Wealth Advisors, Mike assisted clients as a Financial Planning Specialist and Trust Administrator at J.M. Forbes and Co. LLP, a Retirement Investment Specialist at Fidelity Investments and a Tax Accountant at Ropes & Gray LLP in the Private Client Group.

Mike earned a BS in Business Administration from Northeastern University. Mike is a CERTIFIED FINANCIAL PLANNER™ certificant and has earned the Certified Trust and Financial Advisor (CTFA) designation.

Mike resides in Cambridge with his wife and enjoys spending time on the Cape, competing in triathlons and paddle boarding. Mike is a board member of Cape Cod MOVES which is a non-profit raising funds through activities to distribute to other non-profits serving the Cape and Islands. Mike is a member of the Falmouth Walk Committee which hosts events each year to raise funds for Falmouth charities. Mike is a member of the L Street Running Club and the Falmouth Track Club. Mike also has enjoyed volunteering for the Falmouth Service Center which helps those in need in the community with food donations, financial support and professional counsel. Mike has volunteered as an instructor for the Credit for Life Fair which helps high school students develop personal financial management skills that they will use throughout their lives.
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