Ridgemark Financial

David B. Martin, CFP®

David’s goal is to assist individuals and small business owners in setting financial goals, helping them formulate a strategy to address their goals.

David is the founder and President of Ridgemark Financial. David earned his Bachelor of Science in Business Administration degree with a major in Accounting from Henderson State University in 1993. Prior to joining LPL Financial in 2011 and forming Ridgemark Financial, David acquired 10 years experience in the financial planning industry with AXA Advisors, LLC, and an additional 7 years of experience in the financial industry, including a variety of operational and service functions, with Stephens Inc, Little Rock, AR, and Southwest Securities, Dallas, TX.

David earned his CFP® designation in 2005 after completing his Masters of Business Administration degree from the University of Dallas in 2003. His working knowledge and academic background are the foundation for his fundamental approach to financial planning and advice, in the areas of investing, asset allocation, retirement funding, college funding, estate planning, survivorship, and income protection.

David and his wife, Jena, reside in Coppell, Texas, with their two children.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.

What’s Required of the Executor of an Estate?

Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.

A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

Tax-Loss Harvesting Offers Chance at Silver Lining

Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

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