Steve Martin (CFP®, CPA®, JD, LLM)

Steve Martin focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Steve serves a range of clients – those that are already retired, nearing retirement, or have more working years ahead of them.  Steve enjoys serving business owners, executives, and medical practitioners with their unique needs, but he is thrilled to be able to serve a diverse group of professions and backgrounds.

Steve addresses many of the financial planning issues in an integrated fashion

  • Retirement Planning. Am I on track? What steps should I take?  What "buckets" should I allocate my savings toward?
  • Investment Planning and investment management. What is my current asset allocation, and what changes should I make in today's environment based on my goals and time horizon?
  • Income tax minimization.  
  • Estate Planning. Your estate plan should be updated based on your unique situation, considerig both tax and non-tax issues.  How can I provide the legacy for my children and grandchildren?  Is a trust or will needed?
  • Business Transition. Planning for the most effective way to transfer a business (family, management, outsiders) and integrating this with my retirement needs.
  • Insurance Planning. Determining whether you have the right amount, type, and structure of insurance.
  • Integration. Having someone with a multi-disciplined background that collaborates with outside advisors can be invaluable in tying all of the pieces together.
  • Other important issues commonly addressed: debt planning, education planning, lifestyle spending, goals visualization, asset protection, etc.

Additional Information

Steve has a multi-disciplined education and work experience, ideally suited to cover wealth management issues in an integrated manner.  Steve and his team serves individuals throughout the Southeast, including Middle Tennessee, Atlanta, and Central Florida. He has several available offices and can meet clients virtually.

Work experience: Big 4 accounting (tax consultant), boutique tax law firm (tax and estate planning attorney), private banking (wealth planner).  (His first job was as a bean counter...literally.)


  • BS, Accounting and Finance Indiana University - Indianapolis
  • JD, Indiana University – Bloomington 
  • Certified Public Accountant (Tennessee)
  • Certified Financial Planner®

Other info:  Steve enjoys spending time with family and attends The Village Chapel.  Steve loved his time as a Big Brother and was recently on the board of Big Brothers Big Sisters. Steve follows USA soccer and IU basketball, enjoys and dislikes golf when time permits, and loves to travel to new places.  Steve is involved in his local Rotary.

NAPFA Start Date

November 22, 2016


This Office

941 W Morse Blvd Ste 100 Winter Park, FL 32789-3781 Phone: (407) 434-9698

Other Offices

2202 N West Shore Blvd Ste 200 Tampa, FL 33607-5749 Phone: (813) 540-0978
400 Galleria Pkwy SE Ste 1500 Atlanta, GA 30339-5953 Phone: (470) 428-7040
725 Cool Springs Blvd # 600 Franklin, TN 37067-2702 Phone: (615) 881-3954
600 12th Ave S Apt 803 Nashville, TN 37203-6642 Phone: (615) 881-3954