Mark Martin (CFP®, CPA, MST)

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

  • Corporate Executives
  • Federal Employees
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Mark joined SBSB in 2014 where he provides financial and tax planning, investment analysis, research, and support to clients.  Prior to joining SBSB, Mark worked for the Federal government where he held financial management positions in tax, audit, accounting, and resource management. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Master of Science in Taxation from American University.

Mark is married with two millennial daughters.  In his spare time he enjoys outdoor activities, to include skiing, biking, tennis, and hiking.

NAPFA Start Date

April 16, 2018


This Office

8444 Westpark Dr Ste 610 McLean, VA 22102-5123 Phone: (703) 734-9300