SRQ Wealth exists to help people Find Their Freedom by simplifying their financial lives.Our wealth advisors are all CFPs and fiduciaries.  In addition we have CPA's, Master Certified Estate Planners (MCEP) and Certified Exit Planning Advisors (CEPA).  SRQ Wealth works with a limited number of successful families on their journey to True Wealth.

The owner/founder, Steve Martin, MCEP®, CEPA®, CFP®, has been attending Bayside since 2003.  He's served in the Kids ministry for many years and has led many men's small groups.  He also taught Apologetics at Bayside College for 2 years, and is active in Kingdom Builders. Steve started in the financial services industry in the mid-90's and formed his own firm in 2003.  In 2010, he formed SRQ Wealth to be a Concierge Wealth Planning firm.