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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Newsletters

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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