Joel T. Martin

Wealth Advisor at Buckingham Strategic Wealth LLC

Joel T. Martin

Joel T. Martin

Wealth Advisor at Buckingham Strategic Wealth LLC

Biography

For Joel Martin, financial planning is an excellent opportunity to make a positive impact on the lives of others. He believes the profession gives him, and all advisors, the rare chance to develop deep and long-lasting relationships with clients. He enjoys his role as the trusted resource that families rely on to navigate complex financial challenges. In short, Joel knows that sometimes people simply need the help of an advisor who is fundamentally dedicated to doing the right thing for the client.

As a wealth advisor, Joel manages client assets through portfolio and retirement analysis, wealth transfer, and risk management. He’s motivated by seeing the relief clients feel when they see how a holistic approach of financial planning can work toward achieving their financial goals. Joel also specializes in 401(k) plans and works with business owners to develop retirement plans that best meet their needs, as well as assisting the employees with enrollment and investing advice.

Joel joined Buckingham Strategic Wealth through the firm’s 2016 merger with Denver Money Manager LLC, where he had served as a financial advisor since 2011. Prior to that, Joel spent four years working as a financial advisor with Merrill Lynch.

A graduate of West Point, Joel served as an officer in the United States Army from 2002 until 2007. His military service included leading a company and serving as Brigade Engineer and operations officer in Iraq. Joel is a recipient of the Bronze Star Medal, which is awarded for meritorious service in a combat zone.

Joel earned his bachelor’s degree in civil engineering from the United States Military Academy at West Point in 2002, in addition to an Executive MBA from the University of Colorado in 2012 and a master’s degree in marketing from the University of Colorado Denver in 2014. He also holds the CERTIFIED FINANCIAL PLANNERTM professional designation.

Outside of work, Joel serves on the board of the West Point Society of Denver. In the past four years, he has trained for and completed six ultra-marathons. Joel and his wife, who are both combat veterans and spent 2005 deployed together in Iraq, have two daughters.

Overview
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382

Number of Awards

1

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Co-Founder at Buckingham Strategic Wealth LLC

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Chief Executive Officer at Buckingham Strategic Wealth LLC

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Chief Investment Officer at Buckingham Strategic Wealth LLC

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Chief Financial Officer at Buckingham Strategic Wealth LLC

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General Counsel & Chief Compliance Officer at Buckingham Strategic Wealth LLC

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Chief Talent Officer at Buckingham Strategic Wealth LLC

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Relationship Director at Buckingham Strategic Wealth LLC

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Director of Research at Buckingham Strategic Wealth LLC

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Managing Director of Investment Strategy at Buckingham Strategic Wealth LLC

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Managing Director of Operations at Buckingham Strategic Wealth LLC

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Joel T. Martin
Wealth Advisor at Buckingham Strategic Wealth LLC
Education
Master's Degree in Marketing
Class of 2014
Bachelor's Degree in Civil Engineering
Class of 2002
Career History
Wealth Advisor
Current

Buckingham Asset Management (BAM) employs a passive investment strategy that seeks to capture returns in a low-cost, tax efficient manner. The firm's investment approach is based on Modern Portfolio Theory and the concepts that: (1) markets process information so rapidly when determining security prices that it is extremely difficult to gain a competitive edge by exploiting market anomalies (2) over time, riskier assets provide higher expected returns to investors who accept greater risk (3) adding high-risk, low-correlating asset classes to a portfolio can reduce volatility and increase expected rates of return and (4) passive asset class fund portfolios can be designed with the expectation of delivering the highest expected returns for a chosen level of risk over time. BAM also stresses diversification within and across asset classes to lower risk while maintaining similar (or even the same) expected returns. Based on each client's investment objectives and risk tolerance, portfolios are allocated to equity and fixed-income investments which are further diversified among domestic and international stocks, small-cap and large-cap stocks and growth and value stocks.

Financial Advisor
2007 - 2011

Merrill Lynch Ventures (MLV) specializes in early venture, LBOs, financial restructuring and reorganization investments. The firm focuses on investments in the technology, telecommunications and healthcare sectors.Investments typically range from $10 million to $15 million

Professional
2002 - 2007
Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations
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