Richard Martin helps his clients build confidence about their retirement by providing comprehensive financial planning to help build their wealth and help achieve their financial goals.
Richard Martin is passionate about being an advisor who strives to help individuals and families build, preserve and enjoy their wealth. He employs a multi-step consultative wealth management process which begins by listening to the client to gain a deep understanding of their values, prioritize their goals and determine their current financial state. With that information, he designs a personalized roadmap for their new journey and thoroughly reviews the plan with the client and makes revisions until it suits their needs. Richard then works with his clients to select the investment solutions that will help fit their needs, outlining each solution’s objective and fees or expenses. Once the plan is implemented, an ongoing review process is established to measure the progress of achieving these goals and provide any course corrections along the way. Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Richard is firmly committed to helping clients select the appropriate vehicles and navigate financial challenges to help his clients feel financially confident.
For more than 12 years, Richard has served as a trusted advisor to his clients. Prior to the founding of Pentas Wealth Management, he was with Ameris Bank Financial Services for seven years. Richard has also worked with clients at Merrill Lynch and SunTrust Investment Services. He graduated from the University of Mississippi with a Bachelor of Business Administration.
A native of Albany, Georgia, Richard enjoys living close to his family and friends and spending his free time kayaking on the local creeks and rivers. He loves to explore the world through travel and experience the excitement of new sights and cultures. A leader in the local community, Richard is an active member of the Hasan Temple A.,A.,O.,N.,M.,S. and past President of the Albany Shrine Club. The Shriners are focused on raising awareness and funds to support the Shriners Hospitals for Children which specializes in treating children with severe illnesses.
Raymond James is not affiliated with any of the organizations mentioned above.