Martin Heritage Group, LLC

Protecting, Sustaining, and Growing financial assets and interests over time.

Financial planner in Denver, CO (show on map)

5.0

★★★★★

7 reviews

Independent financial services firm offering annuities, life insurance, and investment options to navigate clients' financial goals before and after retirement.

Call (651) 503-6064

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About

Founded in 2015 by Thomas C. Martin, Martin Heritage Group (MHG) is an independent financial services firm headquartered in the greater Denver, Colorado area.

With over 25 years of experience in the financial services industry, MHG offers comprehensive financial solutions tailored to individual and family needs. The firm focuses on three key areas: Investment Management, Retirement & Income Planning, and Basic and Advanced Life Insurance Strategies. MHG is committed to delivering the highest level of service through active listening, thoughtful recommendations, and transparent communication. The company also engages in community impact initiatives, such as the Save A “Sun” Project, which aims to support young men in impoverished communities through resources, funding, and financial literacy workshops.

Independent financial services firm

Community impact initiatives

Comprehensive financial solutions

Services

Investment Management

Comprehensive investment management services tailored to individual and family financial goals.

Tailored investment strategies Risk assessment Portfolio diversification

Retirement & Income Planning

Planning and strategies to ensure sustainable income during retirement.

Retirement income analysis Social Security optimization Tax-efficient withdrawal strategies

Life Insurance Strategies

Basic and advanced life insurance solutions to protect and grow assets.

Protection planning Asset accumulation Estate planning

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 2025-03-01

Published author of two financial eBooks

Reviews

Rating

★★★★★

Reviews

"He’s patient, kind, and really knows his stuff."

Frequently Asked Questions

What is the mission of Martin Heritage Group? +

To promote financial literacy in churches and communities across the Midwest and to help clients sustain, protect, and grow their assets.

What are the three areas of focus for Martin Heritage Group? +

Investment Management, Retirement & Income Planning, and Basic and Advanced Life Insurance Strategies.

What is the Save A “Sun” Project? +

An initiative to support young men aged 8-18 in impoverished and crime-ridden communities by providing resources, funding, and financial literacy workshops.