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

Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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