With more than 40 years of experience in the financial services industry in disciplines including accounting, audit, retirement plan design, financial and estate planning. Martin continues to provide a foundation and wealth of experience and knowledge to IFS. In addition to developing new relationships, Martin focuses on setting the tone for the business he founded more than 40 years ago while continuing to guide clients in the management of their wealth to achieve their goals and objectives. He also works closely with his business partner, Neil H. Pettes, CFP®, to oversee the firm’s dedication to personal client services, independence, and integrity.
Over his career, Martin has been instrumental in helping clients navigate through some of the most difficult market cycles and economic events in history. Grounded in beliefs and discipline acquired over four decades of experience, coupled with a focus on assisting each client’s family to achieve and maintain their financial independence while passing on their wealth and values to future generations.
Martin earned his Master of Business Administration degree from the University of Pittsburgh, Katz Graduate School of Business and his Bachelor of Science degree in mathematics from Allegheny College. He has a certificate in Executive Taxation from the Marshall-Wythe School of Law at the College of William & Mary and holds the Chartered Financial Consultant (ChFC®) designation from the American College. Martin holds the FINRA Series 7, 24 and 63 securities registrations through LPL Financial along the Life, Accident, and Health Insurance License.
Martin and his wife, Susan, split time between homes in Cranberry Township, Pennsylvania, and Cornelius, North Carolina (Lake Norman), where he can continue his passion of water skiing while being closer to their grown daughters and four grandchildren.