Our Mission

We empower our clients to achieve their financial goals by creating a written comprehensive plan and reviewing it regularly.

Our Value Proposition

Our team works with personal and business clients to help create a secure financial future. We partner with our clients to create clarity of thought around your unique financial goals, establish a comprehensive financial plan to accomplish those goals, and work alongside you as challenges and opportunities arise in the future.

About J.T. Martin

J.T. Martin is a Financial Advisor and Growth & Development Director in the Columbia, S.C. office. J.T. earned his Bachelor of Science in Economics from Georgia College & State University in Milledgeville, GA.

He holds the Series 7 and Series 63 securities licenses, and is licensed to broker Life, Disability, and Long Term care insurance.

He and his wife, Emily, are from Atlanta and he spent six years in Augusta as the finance director for Campus Outreach after university. They have two children, June (7) and William (3).