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Edward Jones-Financial Advisor: Julie Martinez

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Erie, CO
Edward Jones-Financial Advisor: Julie Martinez

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CERTIFIED FINANCIAL PLANNER™ Professional | Life-centered Financial Services & Wealth Strategies I'm honored to serve clients from all walks of life.

As a CERTIFIED FINANCIAL PLANNER™ professional who has worked in financial services for over 17 years, I am well equipped to serve a variety of needs across a broad spectrum of complexity and sophistication. I regularly coordinate with professionals from other disciplines who advise in areas of estate planning, elder law, tax efficiency, real estate, divorce and family law, business succession planning, consulting, etc. This virtual team approach allows me to integrate diverse expertise into a personally tailored, holistic wealth strategy. My practice is best suited for affluent clients who desire to fully engage in a robust, purpose-driven experience. It is for those seeking a trusted advisor to offer wisdom and guidance, so they can make well-informed financial decisions as they navigate the rapidly evolving circumstances of life. I'm especially passionate about empowering women through financial wellness and supporting people through transitional periods (e.g., divorce, job changes, the aging or loss of a loved one, approaching retirement, etc.). In addition to being a CFP® professional and a financial advisor, I'm a wife, a mother and a friend who desires to make meaningful contributions to the lives of others. If you'd like more information, please contact my office to schedule a complimentary consultation. Member SIPC.
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10/29/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4BtZccu

A summary of last week's market highlights and economic news.

10/22/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hWa0bY

10/15/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/47OOoIn

10/08/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4iZkWX8

10/01/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4yXwOgR

Address

77 Erie Village Square Suite 230
Erie, CO
80516

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17207697311

Website

https://www.edwardjones.com/julie-martinez

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