Designations and Licenses

Wes is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Wes provides personalized financial advice, investment planning and wealth management to help individuals, families and businesses achieve their goals. He addresses the complex issues of tax, trusts, estate planning and the sale and purchase 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 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 from the University of Kentucky. He received a certified retirement specialist designation as part of an educational program at The University of Pennsylvania – Wharton School. He is a member of the Financial Planning Association, a past president of the Southern Indiana Estate Planning Council and serves on its investor relations board.

Accolades

Wes was named to Forbes’ Best-In-State Wealth Advisors in Indiana, ranking #26 in 2024.

Personal Interests

Wes serves on the executive committee for One Southern Indiana Economic Development and Chamber of Commerce. He is also a member of the Southeast Christian Church One. In his free time, he enjoys cheering for the University of Kentucky basketball team. He enjoys thoroughbred horse racing, golf, hunting and fishing.

Wes’ Offices

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. 

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.