“Inheritances without intention can be unhelpful, even destructive.”
Jesse Martyn’s philosophy on estate and legacy planning is firmly rooted in the view that legacies fail when the values, life experiences, social connections, and beliefs that helped older generations succeed aren’t passed along with a financial inheritance.
Jesse found his way into financial services somewhat indirectly — after a decade as a professional actor. He uses his inherent creativity balanced with his practical and analytical mindset to take a rare holistic approach to his clients’ estate matters.
As part of the Evolution Strategies team, he works with his clients and their trusted advisors to empower business owners and families to preserve, transfer, and grow their wealth, values, and knowledge for generations to come.
Jesse is a Certified Financial Planner® and Chartered Life Underwriter. He’s driven by his values of Security, Happiness, Integrity, Health, and Environment.
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