Scott Martin

Scott Martin, CFP®, CWS®

Private Wealth Advisor
Atlanta, GA
scott.martin@bluetrust.com
(770) 308-2700
Follow on LinkedIn

Scott Martin is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Atlanta, Georgia.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Scott uses his objective perspective to help clients make wise financial decisions to experience confidence and clarity and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Scott and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Scott worked as an investment advisor with Atlanta-based independent wealth management and investment research firms. In these positions, he developed and maintained strong client relationships, performed investment research and provided financial planning strategies for families, individuals and small businesses. Scott was also CEO and co-founder of Capstone Investment Group, a financial planning and wealth management firm in Atlanta.

Scott earned a BS in commerce and business administration, with an emphasis in corporate finance, from the University of Alabama.

Active in his community, Scott sits on the board of trustees for Oak Grove Young Children’s School.

Scott and his wife, LeAnn, have two children and live in Decatur, Georgia.

Testimonials

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.