Our Extraordinary People


What happens when you partner with the Advisors at RiverStone

As trusted advisors, we partner with you to help articulate and prioritize your goals. We work with you to develop personalized strategies, supported by objective, comprehensive financial advice and wealth management services.

At RiverStone, we focus on your interests and needs. As a private independent firm, we are free from the many conflicts of interest present in so many Wall Street firms. It is important to us that we firmly align our interests with yours. Success to you means success to us.

At RiverStone, You’ll feel:

  • Respected and loved while we provide Investment Consulting
  • Listened to as you are surrounded by an Advisory team reviewing your Advanced Plan
  • Confidence for the future while we analyze and coordinate your tax planning
  • Empowered and knowledgeable as you receive transparent, independent, fee based, objective advice
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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.


  • 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


  • 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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