Wes Martin, CFP®
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 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 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.
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.