Martin & Company

Stephen Johns is a financial advisor with Martin & Company in Valencia, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at firms including Avantax Advisory Services and Cetera, and has been with Martin & Company since 2011. Outside of advising, he is involved in managing commercial property operations and participates in various family and business partnerships related to asset management. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services for a range of clients including families, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation, fundamental analysis, and uses third-party managers when appropriate, with reporting and client portals supported by Orion and eMoney.

Brian Martin is a financial advisor at Martin & Company with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and Cetera Wealth Services. Outside of advisory work, he is involved in managing accounting and tax preparation services through an affiliated firm he owns, Martin & Company, and serves as president of an S-corporation that supports his financial planning business. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services to families, estates, trusts, partnerships, corporations, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation with use of fundamental analysis, model manager selection, and periodic rebalancing across a diversified range of asset classes.

Bret Schultz is a CFP® with five years of industry experience, currently serving as an advisor at Martin & Company. His previous roles include positions at Avantax and Cetera. He also supports tax preparation and accounting services within Martin & Company’s affiliated tax and wealth advisory business. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting for families, estates, trusts, partnerships, corporations, and charitable organizations. The firm uses a strategic and tactical asset allocation approach and offers portfolio management alongside third-party model portfolio implementation.

Ida Jardines is an Associate Financial Advisor at Martin & Company with one year of industry experience. She holds a Series 66 designation and previously worked at Cetera and Avantax Advisory Services. Jardines also assists with bookkeeping, tax services, and wealth planning through an affiliated firm. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services to families, estates, trusts, partnerships, corporations, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation with fundamental analysis and model manager selection, delivering services through platforms such as Orion and eMoney.