Martha Swain

Martha Swain has over 25 years of experience in the financial services industry. Since joining Provenance Wealth Advisors in 2010, she has led the firm’s Financial Planning Unit in developing detailed and customized financial plans for the firm’s most affluent clients. Her focus is to analyze a client’s entire financial situation, including estate, business, investment, retirement and insurance, in order to develop a comprehensive financial plan that will effectively align goals with objectives.

As a graduate of the Western Carolina University in Asheville, N.C., Martha earned a bachelor’s degree in Communications. She is a CERTIFIED FINANCIAL PLANNER™ professional with a Series 6 license. Additionally, Martha is a designated Chartered Life Underwriter along with a Chartered Financial Consultant (ChFc). Her knowledge of life insurance and advanced financial planning make her an asset to the advisors when compiling holistic financial plans.

Martha enjoys volunteering at the Broward Humane Society, working to help rehabilitate abandoned dogs and cats with social behaviors. She has also contributed to the United Way and Take Stock in Children.