Martin Financial Group exhibits steady growth in past six years
(Fiduciary planner with a unique business model)
NEW ALBANY, Ind., Feb. 12, 2015 /PRNewswire/ -- On Feb. 13, Martin Financial Group, LLC celebrates its sixth year of being an independent registered investment advisory firm. Located in New Albany, Ind., the firm has seen its staff double; assets under management grow by five times and its revenue increase with a combined average growth rate of 32 percent per year since 2009.
Martin Financial touts its success with hiring credentialed professionals dedicated to presenting advice to clients solely based on the client's best interest. Martin Financial Group has a staff of 12 and recently expanded their office space on Charlestown Road.
As an independent firm, the Martin Financial Group offers a unique business model that provides its clients with objective and unbiased wealth management solutions. Martin Financial has the freedom and flexibility to give advice to assist clients in achieving their financial goals. The firm has a simple, transparent fee structure making full disclosure to all clients.
As an Independent Registered Investment Advisor, the firm offers a broad range of comprehensive financial planning and consulting services including securities, investments, insurance, estate and tax planning.
"When meeting with new clients, it's important for us to first listen to understand our clients' unique needs. We then tailor a plan to provide personalized investment solutions," says Ryan Eatherly, CFP® and portfolio manager. The client can utilize the firm to carry out the plan or have us serve as a personal "coach," coordinating the whole process with the client and other professionals such as an attorney or accountant.
"We develop personal relationships with our clients based on mutual trust, transparency and accountability. We are passionate about customizing strategies to partner with our clients to reach their personal goals," said Wes Martin, ChFC®, CFP® and principal.
Martin Financial Group was formed in 2001 by founder and CEO, Wes Martin, ChFC®, CFP®. In 2009, it became a registered independent investment advisory firm. Ryan Eatherly, CFP® joined the firm in 2004 and became partner in 2012. Martin Financial Group's team of twelve focuses on providing clients with independent, objective and unbiased financial advice.
Securities offered through Triad Advisors Member FINRA/SIPC, Investment Advisory Services offered through Martin Financial Group, LLC. Martin Financial Group, LLC is not affiliated with Triad Advisors.
SOURCE Martin Financial Group, LLC
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