Meet Martin
Martin is a Wealth Advisor in Atlanta, Georgia. Prior to joining Mercer Advisors, he held roles at Lido Advisors, Delta Community Credit Union, and Fidelity Investments. He is a CERTIFIED FINANCIAL PLANNER® Professional, Accredited Investment Fiduciary®, and Certified Wealth Strategist®. Martin earned a BBA degree from The University of Georgia. He was inspired by the 2008 financial crisis to enter a career in personal finance, curious to uncover the lessons and apply them to his profession.
Martin’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Martin has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- After a layoff, helping clients protect what they’ve built and chart a path forward
His working style
Martin is known for being organized, accountable, and objective. He excels at making complex financial topics more digestible, translating industry jargon into plain English. He also enjoys partnering with clients through life’s transitions and milestones. Martin aims to empower clients to make informed financial decisions with confidence, helping them secure their future and enjoy the full benefits of their wealth.
Martin in real life
What keeps you busy outside of work?
I enjoy traveling with my lovely wife, exercising, and hanging out with family and friends.
What’s one thing you are surprisingly good at?
I am a surprisingly good skateboarder for my age.
Any words you try to live by?
If you’ve laughed most of your life, you’ve probably had a good life.
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