Zach Martin is a third-generation financial advisor, continuing a legacy of trust, care and long-term client relationships built over decades. From an early age, Zach was immersed in financial conversations, listening to his grandfather, Art, and father, Wade, discuss markets, money, and how to serve clients with integrity. But rather than jump straight into the family business, Zach chose to forge his own path after college, working in the corporate world to ensure that wealth management was truly his calling.
Today, Zach brings that independent perspective, along with deep-rooted family values, to every client relationship. He focuses on working with families navigating legal settlements and trust planning services, offering both the technical knowledge and the empathy such situations require. He also helps parents educate their children about money, introducing budgeting, Roth IRAs, 529 plans, and other foundational tools for the next generation. Whether he’s coaching a young client on how to open their first investment account or helping a parent explain the purpose behind long-term saving, he’s focused on building financial literacy and confidence across generations.
Zach earned his Bachelor of Science degree in Finance and Supply Chain Management from the University of Pittsburgh, with a minor in Economics. He has passed the Series 7 and 66 securities exams and holds insurance licenses. Outside of work, Zach enjoys spending time with his wife, son and their golden doodle, Kobe. He’s a passionate sports fan who loves summer days at the beach or lake and lives by the mantra: Treat people the way you want to be treated. He believes the best financial plans don’t just grow wealth. They empower lives.
