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. Part of his unique background has dealt with the coordination of investment, tax and estate planning issues as the Director of Financial Services with a leading estate planning law firm. As a commitment to his profession, Brian has twice served as President of the Financial Planning Association (FPA) of Greater Indiana, the national trade association for certified financial planner practitioners.

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 relationships built on trust; and he has enjoyed a long track record of such.

Outside of the office, he has served as president of his alma mater’s alumni association and as a trustee at the University of Indianapolis. Brian enjoys many sports, with a special passion for college football as he is a former college athlete (tight end) and youth football coach. He also likes to stay physically active through weightlifting, boating, water sports, golf, and deep-sea SCUBA diving. At home his fiancé Mary Ann, daughter Danielle and son Trevor, rave about his grilling skills and enjoy their “Dad Brunches”.

Send Brian a Message

  • Hidden
  • This field is for validation purposes and should be left unchanged.