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New York, NY · Shift Advisors
Stop drifting.
Start shifting.
Hey, I'm Joey.I help families turn financial confusion into a plan they actually understand, one shift at a time.
30 minutes. No products. No pressure. Just clarity.
Who I typically help
You're doing fine on paper.But it never feels like it.
Building a family
Buying a home
Getting serious about retirement
Protecting what you've built
Trying to get out of debt
Looking for a second opinion
The SHIFT Framework
One Path
Five Steps
No Guessing
We follow the 7 Money Shifts framework and use cutting edge tech to gather info and help you plan to reach your goals. We educate first and never lead with a product. We start by understanding your life, then build outward in an order that actually makes sense.
- SSee where you areGet a clear picture of your finances today.
- HHighlight what mattersDefine what you're working toward and what matters most.
- IIdentify the gapsFind what's standing between where you are and where you want to be.
- FForm your strategyBuild the plan across the 7 Money Shifts.
- TTrack your progressImplement, review, adjust, and keep moving forward.
The 7 Money Shifts
Budget
01Insurance Protection
02Debt Freedom
03Emergency Fund
04Investing
05Estate Planning
06Income
07
Licensed Life & Health
Series 6 & 63 Registered Representative
Serving half of the United States
Meet your advisor
Joey Martins.
CEO & Founder, Shift Advisors
I didn't grow up around money conversations. I grew up around money stress and a lack of transparency. That's exactly why this work matters so much to me.
We meet people where they are and get honest about where you want to go, even when the truth stings a little. Then we figure it out together and choose the right next step.
Most people don't need a complicated strategy. They need a little structure and someone in their corner with decades of experience who will tell them the truth.
Joey Martins
Outside of finance
- God first, husband second, father third, then everything else
- Travel fuels my soul
- Early morning gym, Netflix evenings with my sweetheart
- Future pickleball champion
- Ice cream makes me happy
Let's talk
Book a session with Joey
Thirty minutes, one conversation, zero obligation. You'll leave knowing where you stand and what your next step is, whether we ever work together or not.