Who We Are
PLAN B INVESTMENTS, INC., was established in 2004 as a Registered Investment Advisor/Broker dealer (RIA/BD) based on the notion that the investor's goals should be placed first and foremost, not the RIA/BD.
We analyze each situation and define what services best suits the client.
Our commitment is to be involved in our clients' financial situation with a hands on approach, and have an ongoing business relationship.
Martin P. O'Malley, Jr., President and Chief Compliance Officer, has been securities licensed since 1988. Past career experiences include independent commodity floor trader at the Chicago Board of Trade and commodity trader for Anheuser Busch, Inc.
We pledge to exercise our best efforts, always to act in good faith and in the best interest of our clients.
We will provide written disclosure, in advance, of any conflicts of interest that could reasonably compromise the impartiality of our advice.
Moreover, we will disclose any and all compensation we receive as a result of investments and services we provide you, and all fees we pay to others for referring you to us for the investments and services we offer to you.