Straightforward and low-cost financial advice

Tilly was founded on one zealous idea: There must be a better way to get financial advice! For a low, fixed fee, the experts at Tilly will guide you to make informed, practical financial decisions. We are a fee-only fiduciary, which means we do not earn commissions, so our advice will always be in your best interest. Learn more about our service offerings.

Money matters can be complicated — especially today with so many tricky tax laws. But trustworthy advice is difficult to find. It’s either too expensive or involves paying commissions for products you may not need.

As a result, people often seek financial advice from less reliable sources — from the internet, friends, or investment product salespersons, for example — or they just wing it. It’s easy to become confused.

For many years, I’ve had an itch to improve the way people get financial advice. I believe it should be a clear, straightforward process. Consider how most of us get health care advice: We seek guidance from doctors. We trust that they have our best interests in mind with the recommendations they make.

When I founded Tilly, I set out to make financial planning more like a doctor-patient relationship — to remove the cost barriers and second-guessing, giving you the best advice for your individual situation.

Tilly has upended the status quo, making unbiased, fiduciary financial advice accessible to all for a low fixed fee, no matter how much — or how little — you have in investments. And because the financial planning experts at Tilly do not sell any investment products, you can feel confident that we will always prioritize your financial goals — whatever those objectives may be.

Wishing you prosperity,

Founder & CEO

Enterprising by nature, Bobby Martin got his entrepreneurial start in 1999 when he co-founded First Research, an industry research platform, 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 CEO. He is also an active angel investor and advisor to several innovative startups.

Bobby’s experience and entrepreneurial spirit inspired his 2016 book, “The Hockey Stick Principles” which led him to become a national speaker on the topic of startups.

With more than 25 years of experience in banking, finance, and the startup world, Bobby believes that providing unbiased advice is critical to clients reaching their goals.

Bobby currently resides in Raleigh, NC with his wife and children. He loves the outdoors and is an avid tennis player.