Your Financial Therapist for Every Step of the Way.

Financial Therapy Can Help You Rest Easy

Do you wake up during the witching hour of 3 AM thinking about your finances and investments, or your overall financial health? Do you know what to do if your identity is compromised? Is your estate plan current? Working with us at Plan B Investments can address these concerns!

At our firm, financial planning isn’t about spreadsheets—it’s about people. It’s about listening first, understanding what matters most to you, and building a plan that reflects your goals and your values. As fiduciaries, we are ethically obligated to put your best interests first—and we take that responsibility seriously.

We work with individuals and families who want more than just a plan—they want a partner. Whether you're building wealth, navigating a major life change, or preparing for retirement, we help you move forward with clarity and purpose.

Since 2004, we’ve been delivering thoughtful, client-centered advice grounded in integrity—not trends.

I was referred to PBII shortly after my husband passed away. There were numerous accounts, different account classifications, and the current Custodian was being difficult. PBII stepped in, assisted with every step and simplified the process by assuming and directing the conversations with the current Custodian. PBII was able to remove the stress of the financial aspect of this transition.”

— Rebecca B. (San Diego)

I have worked with Marty for over 35 years because he listened to me, explained pros and cons and offered choices that matched my risk tolerance, it is a partnership. Marty

has consistently been responsive and honest.

As the financial markets went up and down over the years his knowledge, guidance and variety of investment options have resulted in my financial security as a retiree. Marty always looked at the whole picture including my 401k at work, my salary and the cost of living in the future.

I highly and confidently recommend Marty, Justin and Plan B for all your financial needs”

— Peg

“We have worked with Plan B Investments, Inc. for 20 years. During this time Marty has unfailingly provided top quality professional guidance on a range of important and sometimes complex financial decisions including investment consolidation, retirement priorities and estate planning. His hands-on involvement and careful attention to our evolving needs have been key to making these past years comfortable and relatively worry-free. His expertise now extends to our daughter and son in law as they strive to meet their financial and lifestyle goals.”

— Debbie P. (Los Angeles)

Straightforward Planning. Steady Guidance.

We’ve been a fiduciary since 2004 with honest, thoughtful advice—and we’re just getting started.

At our firm, financial planning isn’t about spreadsheets—it’s about people. It’s about listening first, understanding what matters most to you, and building a plan that reflects both your goals and your values. As fiduciaries, we are bound to act in your best interest at every step—and we take that responsibility seriously.

We don’t believe in cookie-cutter strategies or one-time advice. Instead, we offer practical, ongoing support designed to help you make smart, informed decisions—year after year.

We work with individuals and families who want more than a quick fix. They want clarity, consistency, and confidence in their financial future. Whether you're building wealth, navigating a major life change, or approaching retirement, we help you take the next step with purpose and peace of mind.



Since 2004, we’ve been delivering honest, thoughtful advice shaped by a deep commitment to fiduciary care and long-term client success.

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Ready for a More Thoughtful Financial Plan?

Whether you're just beginning to plan or need a second opinion on your current strategy, we’re here to help.

Let’s have a straightforward conversation about your next move—and how to make it with clarity.