Connect with Brian:

With 30 years of experience as a Certified Financial Planner (CFP®), Brian Martin has established himself as a trusted advisor known for providing expertise and commitment to his client’s financial planning needs.

As a Senior Wealth Advisor with SWP, Brian is passionate about creating advanced planning strategies while educating his clients on how implementing recommendations will impact their personal situation. Beyond providing unparalleled client service and follow through, Brian feels his signature touch is creating deep and abiding relationship built on trust.

Outside of the office, Brian enjoys college football because he’s a former college athlete and a former youth football coach. He also likes to stay physically active through weightlifting, boating, water sports, golf, and deep-sea SCUBA diving. Furthermore, his fiancé Mary Ann, daughter Danielle and son Trevor, rave about his grilling skills and enjoy their “Dad Brunches”.

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