Your life's goals

Wealth management to help you get there

Generational Family on Beach

Our Team
Mulroy Martin Wealth Management consists of three professionals who have more than 60 years of combined financial service industry experience. We provide our clients complete access to the entire team, while leveraging each member’s specialized expertise to enhance the team’s overall value.

Our Mission
At Mulroy Martin Wealth Management , our mission is to provide customized financial and estate planning coupled with independent investment advice. We seek to be the first call for all your financial needs by giving you access to the extensive resources of UBS. We aim to exceed our client’s expectations by offering effective investment advice, clear and timely information, and exceptional service.

Our Commitment
Mulroy Martin Wealth Management is committed to providing objective and straightforward financial advice through goal-oriented financial planning. We strive to know our clients beyond the numbers and believe that deeper relationships lead to better advice. We value your time and trust, therefore will always communicate in a timely manner.

Our Process
At Mulroy Martin Wealth Management , we initially review our clients’ assets, liabilities, and future cash flow needs, followed by in-depth discussions of your personal financial goals. We consider all aspects of our clients’ financial needs including retirement planning, capital needs, insurance, and legacy/estate planning. We provide a written plan to establish accountability and on a regular basis will review market conditions, economic outlook, risk tolerance, and our progress toward your goals.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Anthony W. Martin - Profile Photo

    Anthony W. Martin, CFA, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Anthony joined Mulroy Martin Wealth Management in 2010 and has over 23 years of experience in the financial services industry. Anthony's primary focus is financial planning and portfolio management for clients. Anthony holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™.

    Anthony began his career at SunTrust Bank in Atlanta. Prior to joining the team, he was a corporate and commercial banker with SunTrust and Wachovia, where he was responsible for lending to corporations and high net worth individuals.  

    Anthony is a native Georgian and graduated with a degree in finance from the University of Georgia (UGA).  Anthony and his wife Missy live in Chastain Park with their sons, Aedan and Wyatt. They enjoy time with family and friends, traveling, golf, and volunteering.

      • The University of Georgia, Degree in finance
        1200 Abernathy Road
        600 Northpark Town Center
        Atlanta, GA 30328
        anthony.martin@ubs.com
        Anthony W. Martin, CFA, CFP
        1200 Abernathy Road,Atlanta,GA,30328
      • Kim M. Demetriou - Profile Photo

        Kim M. Demetriou

        Client Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • KY
        • MA
        • MD
        • MI
        • MS
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WI
        • WY

        Kim has over 30 years of wealth management experience with a background in administration, and operations management. She joined Tim in 2004 and is dedicated to exceeding client's expectations with exceptional service. Kim is an integral part of Mulroy Martin Wealth Management, focusing on the client’s administrative and operational needs. As a commitment to professional development, and expanding the breadth of her knowledge, Kim has earned the series 7, 63, 66, 9 and 10 licenses.  Kim has two children and lives in Canton.

              1200 Abernathy Road
              600 Northpark Town Center
              Atlanta, GA 30328
              kim.demetriou@ubs.com
              Kim M. Demetriou
              1200 Abernathy Road,Atlanta,GA,30328

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