Martin & Company Financial
Rick Martin is a retired United States Marine Corps (USMC) officer, financial advisor, and the founder of Martin & Company Financial. He prepares financial plans with a keen attention to detail and accuracy gained from a long career in our armed services.
Rick started his civilian career in the insurance industry with Mutual of Omaha, but soon turned his attention to the financial markets and preparing clients for their retirement futures.
His experience guiding and training Marines prepared him well to counsel concerned retirees about the future. Understanding that clients needed more than just investment management, he expanded his practice to include estate planning and tax considerations, giving retirees a comprehensive approach to their income planning and financial needs.
Rick holds FINRA Series 6, 62, 63, and 65 licenses. His personal motto is “if you can’t be on time, be early,” something he learned early with his time in the USMC. He is extremely proud that in his 21 years serving our nation he never lost a Marine.