Wes Martin, Managing Director and Senior Wealth Advisor

Wes Martin, CFP®

Managing Director

New Albany, IN

As a managing director, Wes provides personalized advice with a goal of helping individuals, families and businesses achieve their objectives.

Wes is experienced in investment planning and management, working with clients to define the purpose of their finances and their financial goals. He addresses the complex issues of tax, trusts, estate planning and the sale and purchases of businesses, working with many family-owned businesses.

Wes has more than 30 years of experience in the financial services industry and has served in both advisory and branch management roles. He founded Martin Financial Group in 2001 and led the firm until it was acquired by Mariner Wealth Advisors in 2019. In his role as Managing Partner of Martin Financial, Wes was the Portfolio Manager of the Diversified Multi-Strategy Portfolio. The DMSP portfolio was a Large Cap Relative Value strategy focused on Income and Capital Appreciation.

Wes has bachelor’s degrees in finance, and mining engineering and from the University of Kentucky. He also holds the designations of CERTIFIED FINANCIAL PLANNER professional and Certified Retirement Specialist from the University of Pennsylvania. He holds life and health 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 Economic Development and Chamber of Commerce.