Martin Financial Group, LLC is a Registered Investment Adviser in Indiana and Kentucky. We are allowed to do business in other states where we are registered, exempted or excluded from registration.
Information presented here is for educational purposes only and does not intend to make an offer of solicitation of the sale or purchase of any specific securities product, service or investment strategy.
Investments involve risk and unless otherwise state, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
The investment adviser representatives of Martin Financial Group, LLC may also be registered representatives of Triad Advisors, Inc. a registered broker dealer.
The Registered Investment Adviser (Martin Financial Group, LLC), the Broker-Dealer (Triad Advisors, Inc.), its Investment Adviser Representatives, or Registered Representatives of the Broker-Dealer in question may only transact business in a state if first registered, excluded or exempted from investment adviser, state broker-dealer, investment adviser representative or registered representative registration requirements, as may be; and follow up, individualized responses to persons in a state by such investment adviser, broker-dealer, investment adviser representative, registered representative that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser, state broker-dealer, investment adviser representative, registered representative registration requirements, or an applicable exemption or exclusion.
Investment Advisory & Financial Planning services delivered through the Investment Advisory Representatives of Martin Financial Group, LLC are only available to residents of Indiana and Kentucky and other states where the Investment Advisor Representatives are registered, exempted or excluded from registration.
Investment products and services provided by the Registered Representatives of Triad Advisors, Inc. are only available to the residents of: Indiana, Kentucky, Florida, Illinois, Texas, California, Ohio, and North Carolina, other states where the Registered Representatives are registered, exempted or excluded from registration.
We are licensed to sell insurance products in the following states of: Illinois, Indiana, Kentucky, North Carolina, and Ohio.