Our Extraordinary People

Interesting Facts

• I am originally from Silver Spring, MD, moved to the Northwest for high school and college, then returned to the east coast in 1997 to Hyde Park, NY.
• At age 12, I had the honor of singing at the White House for President Ronald Reagan.
• Singing, acting and public speaking are very important to me (a family trait!).
• My wonderful husband and I have been married since 2005 and we have a blended family of five children.
• Financial education is my passion and I speak regularly on a host of financial topics. Most recently I was a guest lecturer at The Bard College Conservatory of Music Graduate Program.

Community Participation

• My husband and I have volunteered with the CENTER for Performing Arts at Rhinebeck since 2007 where I am currently President of the Board of Directors. We are dedicated to supporting the arts, helping to inspire children and provide opportunity for them in theater.
• I am a founding member of The Hudson Valley Chapter of Ellevate and current Chapter President.
• I am a founding member and past board member of Raising HOPE, a non-profit dedicated to women mentoring women to success.

Experience

• With over 18 years of experience serving high net worth individuals and families, I have specific expertise in the areas of financial planning such as retirement analysis, investment management, insurance, tax and estate planning.
• In 2012 I launched RiverStone Private Wealth Advisors, formally known as RiverStone Wealth Management.
• Prior to launching RiverStone, I was Second Vice President of Wealth Management at Morgan Stanley.

Areas of Focus

• Life Transitional Planning
• Legacy Goal Alignment
• Wealth Preservation Strategies
• Retirement Plan Distribution
• Executive Compensation and Benefit Strategies
• Retirement Income Strategies
• Estate Planning Strategies
• Tax Planning Strategies
• Retirement Planning Strategies
• Investments

Awards & Recognition

• Athena Honoree nominee, recognized by the Dutchess County Chamber of Commerce for inspiring women to make smart financial decisions, 2013
• Founding Support Award Recipient – recognized by Raising HOPE, a division of the United Way of Ulster Country, for support and dedication to women mentoring women to success, 2014
• Commonwealth Financial Network Founders Club Recipient, 2016

Qualifications

• CDFA ™Certified Divorce Financial Analyst
• Series 7, 63, 65, Life and Health Insurance Licensed

Michelle Martin is proud to have been recognized as a Winner’s Circle advisor for 2015—a distinction that places her among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
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