Entrepreneurial by nature, Bobby Martin created Tilly out of his own frustration with the financial industry’s high fees and lack of genuine advice. Bobby envisioned a simpler, more affordable way for people to invest in their financial futures and feel confident doing it. He thought Tilly should put the clients’ needs on the forefront by providing better advice but offering it virtually — saving fees and time.
Bobby got his start in 1999 when he co-founded First Research, a successful leader in sales intelligence, which was sold to Dun & Bradstreet in 2007. In 2011, Bobby co-founded Vertical IQ, a leading provider of industry research insight for banks, CPAs, consultants, and advisors where he is still a co-founder and CEO. He is an active angel investor and advisor in several innovative startups. This inspired his 2016 book, The Hockey Stick Principles which led him to become a national speaker.
With more than twenty-five years of experience in the banking and startup world, Bobby believes that providing the unbiased advice is critical to clients meeting their goals. He believes the investment management industry is falling short. Today, financial “advisors” spend most of their time selling and not actually providing advice. Therefore, Tilly, Inc. was born by the zealous idea that financial advice should be a more prominent and efficient process — affordable, valuable and straight-forward!
Bobby founded Tilly with the promise that we prioritize our clients’ financial objectives — whatever they might be. For example, if you find more value in investing in rental properties and avoiding the stock market, we’ll help you do just that. Or, if you prefer investing in environmentally conscious companies, we will help you do just that. All of this advice can be done virtually — saving you thousands of dollars in fees per year, and hundreds of thousands of dollars over your lifetime.
Bobby currently resides in Raleigh, NC with his wife and children and is an avid tennis player.
Contact Tilly today to learn more about how we can navigate your financial journey.