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Our Team

Brent Martin

Financial Advisor — MBA, AAMS®

Financial Advisor

Brent Martin, MBA, AAMS®

Brent Martin is a Financial Advisor at Legacy Financial with an MBA and the Accredited Asset Management Specialist® (AAMS®) designation. He brings a strong business and financial background to his work with clients, helping them navigate complex decisions with clarity and confidence.

Brent has a particular passion for working with small business owners — helping them align their personal and business finances, establish employee retirement plans, and plan for the long-term success of both their businesses and their families.

As part of the Legacy Financial team, Brent is committed to the team approach — bringing the full depth of the firm's expertise to every client relationship and ensuring that no question goes unanswered.

Areas of Focus

  • Small Business Retirement Plans
  • Business Succession Planning
  • Personal Investment Management
  • Retirement Income Planning
  • Estate Planning Coordination
Credentials
  • MBA
  • Accredited Asset Management Specialist® (AAMS®)
  • FINRA / SIPC Member
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