Richard Martin is passionate about striving to help individuals and families build, preserve, and enjoy their wealth.
He begins by listening to each client to gain a deep understanding of their values, current financial position, and helps identify their financial and retirement goals. Richard, an avid travel enthusiast, designs a personalized roadmap for their journey and thoroughly monitors the plan with clients, and makes revisions as the path changes. Whether the goal is to determine which IRA type is best, if early retirement is a possibility, or ensuring clients don’t outlive their wealth, Richard puts his clients first. By guiding clients through the building wealth stage, reviewing income options during retirement, or ensuring the transfer of wealth, Richard is firmly committed to helping navigate financial challenges to help his clients feel financially confident. Richard enjoys seeing his clients fulfilling their lifelong dreams that are a result of long-term financial planning.
For more than 16 years, Richard has served as a trusted advisor to his clients. Before the founding of Pentas Wealth Management, he worked with Ameris Bank Financial Services, Merrill Lynch, and SunTrust Investment Services. He graduated from the University of Mississippi with a Bachelor of Business Administration.
To learn how Richard gives back to his community, see Giving Back.
Raymond James is not affiliated with any of the organizations mentioned above.