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