A complete list of active advisors currently associated with Martin & Company

Warmer can help you find a great advisor at Martin & Company or one who fits your needs even better.

Martin & Company provides discretionary and non‑discretionary investment management, financial planning and consulting, legacy position advising, and implementation of third‑party model portfolios for a mix of families, estates, trusts, partnerships, corporations and charitable organizations. The firm generally charges a percentage‑of‑assets fee for portfolio management and also offers hourly or fixed‑fee financial planning and access to SMA/ITPM solutions. The firm’s investment approach emphasizes strategic and tactical asset allocation, using fundamental analysis, model manager selection, and periodic rebalancing across equities, fixed income, mutual funds, ETFs, cash equivalents and, where appropriate, alternative investments. Martin executes trades on a discretionary basis for most accounts, can implement margin or borrowing for non‑investment needs, and delivers reporting and client portals through Orion and eMoney while using third‑party managers when suitable. Unlike many peers, firm‑level disclosures and registration data indicate Martin does not report separate client segments for non‑high‑net‑worth or high‑net‑worth individuals, a client mix profile that is uncommon for supported firms in this category. Other notable aspects include a relatively large AUM for a four‑advisor firm, an affiliated tax and accounting provider (Martin and Company, Inc.) with some IARs operating as enrolled agents, and reliance on Fidelity’s institutional custody services alongside Orion’s administrative platform.

To learn more about the advisors currently working at Martin & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.