Martha Kern, CFP, GFP Fellow

Plan First Wealth LLC
CCO & Director of Financial Planning

Professional Details

Countries of Focus

United States, United Kingdom


Cross Border-Life Centered Retirement Planning, US:UK Investment Management

Business Description

Plan First Wealth provides British expats living in America with peace of mind by simplifying the complex world of cross-border retirement planning and US/UK wealth management.

Ideal Clients
Successful British expat living in America who is a senior executive at a multinational company; age 50-70 and thinking about "what next?"
Ways Advisor Charges

Upfront financial planning fee + Ongoing AUM fee


Martha has worked for Plan First Wealth since 2019. She currently oversees and manages the firm's operations and compliance.

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