Brad Martin - Managing Director

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Brad Martin - Managing Director One of the country's oldest and largest financial planning firms serving the needs of everyday people Setting goals is the first step towards achieving them.

Whether it’s saving for retirement, planning your income, leaving a legacy or transitioning your business; you must first clearly identify what it is you’re trying to accomplish. With over a quarter century’s experience as a financial advisor, I’ve developed a collaborative process that allows our team to best serve you while helping you realize your financial dreams. Our model aims to help you to eliminate the stress and anxiety that comes with planning for your future while we deliver sound guidance along the way. We’ll help you make informed decisions using straightforward and transparent strategies designed to help you grow, protect and preserve what you’ve worked so hard to build, all while adhering to the three core pillars of my investment philosophy: Cost Efficiency, Risk Mitigation and Upside Retention/Enhancement. Whether articulating strategy, making necessary adjustments, or adapting to ever-evolving circumstances, our mission is to help you clearly identify your goals and establish a path to help get you there. For disclosures and licensing information: https://www.brad-martin.com/licensing
CRN202802-8038928

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

10/13/2026

This article discusses what you should consider beyond current inflation metrics when considering a big purchase.

10/13/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/06/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

Grateful for the opportunity to sponsor the American Cancer Society Making Strides Against Breast Cancer Event yesterday...
10/05/2026

Grateful for the opportunity to sponsor the American Cancer Society Making Strides Against Breast Cancer Event yesterday. It was a glorious day on behalf of a most worthwhile cause.

Wednesday marked our second event of the fall with the UVM Career Center. Thanks again to all of the students who came t...
10/02/2026

Wednesday marked our second event of the fall with the UVM Career Center. Thanks again to all of the students who came to learn more about Baystate Financial!

09/29/2026

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

09/22/2026

Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.

Yesterday our team had the privilege of representing Baystate Financial at the Fall Finance & Accounting Career Showcase...
09/18/2026

Yesterday our team had the privilege of representing Baystate Financial at the Fall Finance & Accounting Career Showcase at the University of Vermont Grossman School of Business. Thank you to all of the students who stopped by to learn more about our great organization!

Grateful to support an incredible cause with a great group! -Kum-Ta
09/18/2026

Grateful to support an incredible cause with a great group! -Kum-Ta

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Colchester, VT
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