Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people gain clarity on their financial future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Barry Dietert
Client Relationship Manager
Brian A. Martin CEPA®
Owner/President
In 1993, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable strategies for their own situations. Brian specializes in working with small business owners and families primarily in California, Idaho, Texas, Florida and other surrounding states. He joined LPL Financial in 2024 and has offices in all three states.
To the extent that Brian is providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LPL Financial (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, Brian is acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.
Brian earned a Bachelor of Science in Accounting from Arizona State University. Brian also earned his CEPA designation in 2025. Brian, his wife Donna, and their children (Elizabeth, David, and Wyatt) love the outdoors, visiting with family/friends, and attending church. When not meeting with clients, Brian can be found surfing, skiing, snowboarding, hiking, singing, and playing music with his family and in town. For fun, Brian and Donna have taken up ballroom dancing, kickboxing, and pickleball.
In 1993, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable solutions for their own situations. Brian specializes in working with small business owners and families primarily in Idaho, California, Texas and other surrounding states. He joined LPL Financial in 2024 and has offices in all three states.
To the extent that Brian is providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LPL Financial (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, Brian is acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.
He earned a Bachelor of Science in Accounting from Arizona State University. Brian also earned his CEPA Designation in 2025. Brian, his wife Donna, and their children (Elizabeth, David, Wyatt) love the outdoors, visiting with family/friends, and attending Church. When not meeting with clients, Brian can be found surfing, skiing, snowboarding, hiking, singing and playing music and with his family and in town. For fun, Brian and Donna have taken up ballroom dancing, kickboxing, and pickleball.
Brian A. Martin- Wealth Advisor
Brian A. Martin Investment Services
Lizzy Martin
Sales Assistant
Lizzy has worked for Brian for 4 years. She oversees document Imaging, NOTES dictation, Birthday Cards, and other greeting cards, etc.
She is also our official photographer at client events.
Lizzy graduated from New Braunfels High School in Texas. She also attended Tesoro High School in CA. She was on the track team as a pole vaulter.