SD Martin Financial Services

EST. AUM
$100,000,000

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Firm Details

Metro area Orlando
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Website sdmfinancial.com
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Overview

SD Martin Financial Services, Inc. is a Lake Mary, Florida-based independent, fiduciary financial planning and wealth management firm founded and led by Scott D. Martin, CFP®, CeXP™ — a U.S. Army veteran and financial professional with over 40 years of industry experience dating to 1984. The firm serves a select client base of approximately 23 clients, primarily comprising empty-nester professionals, business owners, and retirees seeking clarity and confidence in their financial futures. Investment advice is offered through IFP Advisors, LLC (dba Independent Financial Partners), a Registered Investment Adviser, with SD Martin Financial Services and IFP operating as unaffiliated entities. Scott Martin employs the CFP® Board of Standards' seven-step financial planning process and has developed particular expertise in business exit planning as a Certified Exit Planner™, helping business owners structure confidential exit strategies to optimize monetization while minimizing taxes and risk. Portfolio management is outsourced to thoroughly vetted third-party asset management firms, subject to quarterly due diligence reviews.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SD Martin Financial Services

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