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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Savings Goals

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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