Wes Martin, Managing Director and Senior Wealth Advisor

Wes Martin, CFP®, ChFC

Managing Director & Senior Wealth Advisor

New Albany, IN

As a managing director and senior wealth advisor, Wes provides personalized advice with a goal of helping individuals, families and businesses achieve their objectives. He addresses the complex issues of tax, trusts, estate planning and the sale of businesses.

Wes has more than 25 years of experience in the financial services industry and has served in both advisory and branch management roles. Wes founded Martin Financial Group in 2001 and led the firm until it was acquired by Mariner Wealth Advisors in 2019.

Wes has bachelor’s degrees in finance, and mining engineering and management from the University of Kentucky. He also holds the designations of CERTIFIED FINANCIAL PLANNER professional, Chartered Financial Consultant (ChFC), and Certified Retirement Specialist. He holds life, health, property and casualty licenses and is an Indiana Partnership Long-Term Care Certified Agent. Wes has passed the Series 65 exam.

Wes is an active member of the Financial Planning Association, a past president of the Southern Indiana Estate Planning Council, and serves on the investor relations board and executive committee for One Southern Indiana Chamber of Commerce.