Our Firm

Martin Capital Management, LLC was founded in 2021 by Bert Martin III from a passion and curiosity for capital markets and understanding family’s unique circumstances and needs. After working with several wealth management firms and feeling stuck as the middleman between his clients and the firm, Bert realized that the best way to serve his clients is to start his own firm. Martin Capital Management is a sophisticated independent investment advisor which focuses on preserving and growing your wealth. Whether you are planning for education, retirement, selling your business, or starting a new business, Martin Capital Management can help you navigate the process.