BRIAN MARTIN
Brian A Martin Investment Services
As a Certified Exit Planning Advisor (CEPA®), Brian Martin is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Brian Martin - - Brian A Martin Investment Services - Star, Idaho, city=Star, display_country=United States, hs_object_source_detail_1=Find a CEPA (June 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=brian-martin, lname=Martin, hs_object_source_id=enrollmentId:1761863078516;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JUNE%202025/MARTIN-BRIAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-JUNE.pdf, hs_createdate=1751621479242, cohortium_profile_title=Brian Martin | Wealth Manager at Brian A Martin Investment Services | CEPA Connect Member, state=Idaho, id=30289448236, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Brian Martin, email=brian.a.martin@lpl.com, cohortium_meta_description=Connect with Brian Martin, a specialized Wealth Manager working with Brian A Martin Investment Services based in Idaho., associated_contact_record_id=21164951, website=lpl.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JUNE%202025/9555_Martin_CEPA-Certificate-2025-June.pdf, is_editable=editable, url_slug_2=brian-martin, impersonate_user_url=https://exit-planning-institute.org/member-detail/brian-martin?impersonation=true, full_name=Brian Martin, hs_lastmodifieddate=1764932329250, phone=+17143347551, company_name=Brian A Martin Investment Services, name=Brian, hs_object_id=30289448236, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=83669, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://lpl.com - Phone: +17143347551
- City: Star
- State: Idaho
- Postal Code: 83669
- Country: United States
- Designations:
- Markets Served:
- Company Name: Brian A Martin Investment Services
