Martin Watkins, CFP®
Marty is the Founder and President of TrueNorth Wealth and the primary Certified Financial Planner currently managing over $700 million in client assets. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his children and grandchildren.
Martin Watkins has been advising individuals and organizations on their finances for more than twenty years. In 1993, Marty co-founded Utah Medical Association Financial Services and served as the Chief Operating Officer and advisor. He grew up with practice from its inception until he was advising over 400 clients, with $625 million under advisement and $300 million under management.
Marty is honored to be a part of the development of the Utah 529 Education Savings Plan (My529), investment options, a plan which won the Morningstar Gold Rating for educational savings plan, and currently maintains a Fiduciary role with My529, which includes assets of over $21 billion.